FPWM

FSB Premier Wealth Management Portfolio holdings

AUM $280M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
-$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Sells

1 +$4.48M
2 +$3.3M
3 +$2.55M
4
AMZN icon
Amazon
AMZN
+$2.04M
5
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$1.67M

Sector Composition

1 Industrials 3.87%
2 Financials 2.82%
3 Technology 2.75%
4 Consumer Discretionary 2.35%
5 Healthcare 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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