FPWM
FSB Premier Wealth Management Portfolio holdings
AUM
$280M
1-Year Est. Return
14.7%
1 Year Est. Return
+14.7%
AUM
$199M
AUM Growth
-$40.1M
(-17%)
Holding
544
Top Buys
1 | +$3.12M | |
2 | +$2.79M | |
3 | +$1.95M | |
4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$1.87M |
5 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$1.36M |
Top Sells
1 | +$4.48M | |
2 | +$3.3M | |
3 | +$2.55M | |
4 |
Amazon
AMZN
|
+$2.04M |
5 |
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% |