FPWM
FSB Premier Wealth Management Portfolio holdings
AUM
$280M
This Quarter Return
+7.43%
1 Year Return
+14.7%
3 Year Return
+41.48%
5 Year Return
–
10 Year Return
–
AUM
$280M
AUM Growth
+$280M
(+9.3%)
Cap. Flow
+$8.28M
Cap. Flow
% of AUM
2.96%
Top 10 Holdings %
Top 10 Hldgs %
25.32%
Holding
216
New
10
Increased
97
Reduced
92
Closed
3
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$811K |
| 2 |
First Trust Core Investment Grade ETF
FTCB
|
$734K |
| 3 |
Philip Morris
PM
|
$661K |
| 4 |
FT Vest US Equity Moderate Buffer ETF April
GAPR
|
$636K |
| 5 |
Meta Platforms (Facebook)
META
|
$537K |
Top Sells
Sector Composition
| 1 | Financials | 9.4% |
| 2 | Technology | 7.8% |
| 3 | Communication Services | 4.81% |
| 4 | Healthcare | 4.71% |
| 5 | Consumer Discretionary | 4.33% |
