FFWA

FRG Family Wealth Advisors Portfolio holdings

AUM $621M
1-Year Est. Return 21.58%
This Quarter Est. Return
1 Year Est. Return
+21.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$2.6M
2 +$1.58M
3 +$1.53M
4
BLK icon
Blackrock
BLK
+$992K
5
CRM icon
Salesforce
CRM
+$912K

Top Sells

1 +$1.54M
2 +$1.5M
3 +$1.13M
4
QCOM icon
Qualcomm
QCOM
+$732K
5
IBM icon
IBM
IBM
+$663K

Sector Composition

1 Industrials 23.21%
2 Healthcare 13.17%
3 Technology 12.48%
4 Consumer Staples 8.16%
5 Consumer Discretionary 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
0