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
$186M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Sells

1 +$2.36M
2 +$2.35M
3 +$2.16M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.16M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.37M

Sector Composition

1 Industrials 3.89%
2 Healthcare 2.91%
3 Financials 2.35%
4 Technology 2.24%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,600
102
-6,569
103
-2,011
104
-5,518
105
-933