FWM
FSR Wealth Management Portfolio holdings
AUM $75.8M
AUM
$75.8M
AUM Growth
-$3.79M (-5%)
Cap. Flow
+$3.8M
Cap. Flow % of AUM
5.01%
Top 10 Holdings %Top 10 Hldgs %
73.48%
Holding
47
New
6
Increased
11
Reduced
21
Closed
8
Top Buys
1 | $1.84M | |
2 | $1.34M | |
3 | $1.3M | |
4 | $1.05M | |
5 | $656K |
Top Sells
1 | $994K | |
2 | $963K | |
3 | $690K | |
4 | $390K | |
5 | $336K |
Sector Composition
1 | Financials | 3.26% |
2 | Communication Services | 2.29% |
3 | Technology | 2.27% |
4 | Industrials | 0% |