FPWM
FSB Premier Wealth Management Portfolio holdings
AUM
$304M
1-Year Est. Return
13.63%
1 Year Est. Return
+13.63%
AUM
$256M
AUM Growth
+$6.98M
(+2.8%)
Holding
214
Top Buys
| 1 | +$3.55M | |
| 2 | +$590K | |
| 3 | +$552K | |
| 4 |
CERY
SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
|
+$549K |
| 5 |
First Trust Growth Strength ETF
FTGS
|
+$458K |
Top Sells
| 1 | +$2.3M | |
| 2 | +$1.01M | |
| 3 | +$566K | |
| 4 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$548K |
| 5 |
First Trust Large Cap Growth AlphaDEX Fund
FTC
|
+$508K |
Sector Composition
| 1 | Financials | 8.82% |
| 2 | Technology | 6.29% |
| 3 | Healthcare | 5.08% |
| 4 | Consumer Discretionary | 4.14% |
| 5 | Communication Services | 4.13% |