FPW
Fairvoy Private Wealth Portfolio holdings
AUM
$419M
1-Year Est. Return
19.09%
This Fund
S&P 500
1 Year Est. Return
+19.09%
AUM
$447M
AUM Growth
+$7.5M
(+1.7%)
Holding
203
Top Buys
| 1 | +$3.46M | |
| 2 | +$2.68M | |
| 3 | +$2.63M | |
| 4 |
Incyte
INCY
|
+$2.41M |
| 5 |
Super Micro Computer
SMCI
|
+$1.77M |
Top Sells
| 1 | +$2.73M | |
| 2 | +$2.49M | |
| 3 | +$2.35M | |
| 4 |
Zoetis
ZTS
|
+$2.2M |
| 5 |
Roper Technologies
ROP
|
+$1.63M |
Sector Composition
| 1 | Technology | 16.55% |
| 2 | Consumer Discretionary | 7.88% |
| 3 | Industrials | 4.49% |
| 4 | Consumer Staples | 4.11% |
| 5 | Communication Services | 3.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
iShares MSCI USA Equal Weighted ETF
EUSA
$1.58B
| – | – |
-2,697
|
|
||
202
Fidelity Wise Origin Bitcoin Fund
FBTC
$10.2B
| – | – |
-2,591
|
|
||
|
FISV
203
Fiserv Inc
FISV
$32.9B
| – | – |
-19,318
|
|