FPWM
FSB Premier Wealth Management Portfolio holdings
AUM
$319M
1-Year Est. Return
15.73%
This Fund
S&P 500
1 Year Est. Return
+15.73%
AUM
$319M
AUM Growth
+$4.01M
(+1.3%)
Holding
256
Top Buys
| 1 | +$1.1M | |
| 2 | +$753K | |
| 3 | +$751K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$523K |
| 5 |
Waters Corp
WAT
|
+$450K |
Top Sells
| 1 | +$747K | |
| 2 | +$674K | |
| 3 | +$410K | |
| 4 |
Analog Devices
ADI
|
+$355K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$346K |
Sector Composition
| 1 | Financials | 9.37% |
| 2 | Technology | 8% |
| 3 | Healthcare | 5.57% |
| 4 | Communication Services | 5.52% |
| 5 | Industrials | 4.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Automatic Data Processing
ADP
$92.4B
| – | – |
-960
|
|
||
252
Schwab US Broad Market ETF
SCHB
$43.5B
| – | – |
-7,958
|
|
||
253
Stryker
SYK
$112B
| – | – |
-665
|
|
||
254
Veeva Systems
VEEV
$29.9B
| – | – |
-1,008
|
|
||
255
FT Vest US Equity Buffer & Premium Income ETF March
XIMR
$30.7M
| – | – |
-6,435
|
|