FW

Fairway Wealth Portfolio holdings

AUM $371M
1-Year Est. Return 12.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$8.74M
3
+$8.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.46M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.88M

Top Sells

1
+$2.24M
2
+$918K
3
+$824K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$619K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$581K

Sector Composition

1 Materials 4.07%
2 Financials 1.1%
3 Technology 0.84%
4 Communication Services 0.22%
5 Industrials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
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