FFWA

FRG Family Wealth Advisors Portfolio holdings

AUM $575M
1-Year Est. Return 16.52%
This Quarter Est. Return
1 Year Est. Return
+16.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$770K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$522K
2 +$407K
3 +$385K
4
DIS icon
Walt Disney
DIS
+$292K
5
V icon
Visa
V
+$243K

Sector Composition

1 Industrials 17.48%
2 Healthcare 15.14%
3 Technology 12.71%
4 Consumer Staples 11.06%
5 Energy 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$175K 0.08%
10,715
-2,365
127
-7,555
128
-98,568