FWM

Fairhaven Wealth Management Portfolio holdings

AUM $320M
1-Year Est. Return 17.7%
This Quarter Est. Return
1 Year Est. Return
+17.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$9.29M
3 +$8.59M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.89M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.77M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 14.76%
2 Financials 7.9%
3 Healthcare 5.46%
4 Technology 4.1%
5 Communication Services 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$103K 0.1%
+14,777