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
$235M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$2.36M
2 +$2.25M
3 +$2.24M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.9M
5
HON icon
Honeywell
HON
+$1.89M

Top Sells

1 +$2.44M
2 +$1.93M
3 +$1.9M
4
ENB icon
Enbridge
ENB
+$1.74M
5
KMX icon
CarMax
KMX
+$1.49M

Sector Composition

1 Consumer Discretionary 8.57%
2 Technology 8.45%
3 Healthcare 7.59%
4 Financials 6.25%
5 Consumer Staples 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,990
127
-2,240