FFWA
FRG Family Wealth Advisors Portfolio holdings
AUM
$575M
1-Year Est. Return
16.52%
1 Year Est. Return
+16.52%
AUM
$575M
AUM Growth
+$57.8M
(+11%)
Holding
153
Top Buys
| 1 | +$1.65M | |
| 2 | +$955K | |
| 3 | +$863K | |
| 4 |
VanEck IG Floating Rate ETF
FLTR
|
+$645K |
| 5 |
Palantir
PLTR
|
+$641K |
Top Sells
| 1 | +$1.48M | |
| 2 | +$641K | |
| 3 | +$559K | |
| 4 |
Amazon
AMZN
|
+$453K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$394K |
Sector Composition
| 1 | Technology | 27.71% |
| 2 | Consumer Staples | 8.62% |
| 3 | Industrials | 8.28% |
| 4 | Consumer Discretionary | 7.9% |
| 5 | Healthcare | 6.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Charter Communications
CHTR
$34.6B
| $213K | 0.04% |
+522
|
|
||
152
SPDR S&P 500 ETF Trust
SPY
$660B
| $201K | 0.03% |
+325
|
|
||
153
Invesco KBW Bank ETF
KBWB
$4.95B
| $201K | 0.03% |
+2,800
|
|