CWM
FIRS

Centric Wealth Management’s FIRE Funds Wealth Builder ETF FIRS Stock Holding History

Centric Wealth Management’s Portfolio FIRS Stock Details FIRS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.1M Sell
50,619
-1,338
-3% -$29.1K 0.26% 84
2025
Q1 		$1.03M Buy
+51,957
New +$1.03M 0.27% 85