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
$256M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Sells

1 +$3.46M
2 +$1.43M
3 +$821K
4
NVS icon
Novartis
NVS
+$612K
5
MA icon
Mastercard
MA
+$539K

Sector Composition

1 Technology 9.84%
2 Consumer Discretionary 8.32%
3 Healthcare 7.71%
4 Financials 6.88%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,060
127
-6,614