FWM
FSR Wealth Management Portfolio holdings
AUM
$77.9M
This Quarter Return
+1.84%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$79.6M
AUM Growth
–
Cap. Flow
+$79.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
72.06%
Holding
41
New
41
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.01% |
| 2 | Financials | 3.05% |
| 3 | Communication Services | 2.13% |
| 4 | Industrials | 0.77% |
