FPWM

FSB Premier Wealth Management Portfolio holdings

AUM $304M
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
+$4.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$595K
3 +$428K
4
APD icon
Air Products & Chemicals
APD
+$276K
5
AMZN icon
Amazon
AMZN
+$248K

Sector Composition

1 Technology 3.31%
2 Financials 3.23%
3 Industrials 3.23%
4 Healthcare 2.51%
5 Consumer Discretionary 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$182K 0.1%
11,832
+1,327
152
$164K 0.09%
+10,460
153
$159K 0.09%
12,634
+219
154
$138K 0.07%
12,148
+371
155
$113K 0.06%
+10,000
156
$97.8K 0.05%
+10,585
157
-14,055