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
$152M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$1.79M
3 +$1.08M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.05M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$977K

Top Sells

1 +$681K
2 +$555K
3 +$222K
4
DVY icon
iShares Select Dividend ETF
DVY
+$218K
5
WBA
Walgreens Boots Alliance
WBA
+$202K

Sector Composition

1 Technology 8.24%
2 Financials 7.27%
3 Consumer Discretionary 5.24%
4 Healthcare 4.43%
5 Communication Services 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,411
102
-2,520