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
$187M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 3.05%
2 Financials 3.01%
3 Healthcare 2.87%
4 Technology 2.8%
5 Consumer Discretionary 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$357K 0.19%
+7,647
77
$351K 0.19%
+2,371
78
$345K 0.18%
+9,379
79
$339K 0.18%
+6,569
80
$331K 0.18%
+2,385
81
$328K 0.18%
+6,368
82
$319K 0.17%
+4,790
83
$313K 0.17%
+4,333
84
$301K 0.16%
+1,690
85
$283K 0.15%
+1,457
86
$279K 0.15%
+2,607
87
$272K 0.15%
+4,953
88
$268K 0.14%
+5,711
89
$263K 0.14%
+2,740
90
$257K 0.14%
+9,443
91
$235K 0.13%
+9,333
92
$230K 0.12%
+3,369
93
$224K 0.12%
+4,514
94
$222K 0.12%
+2,027
95
$220K 0.12%
+4,858
96
$219K 0.12%
+933
97
$210K 0.11%
+5,518
98
$209K 0.11%
+4,305
99
$205K 0.11%
+10,600
100
$156K 0.08%
+14,055