FW
Fairway Wealth Portfolio holdings
AUM
$313M
1-Year Return
10.85%
This Quarter Return
-1.52%
1 Year Return
+10.85%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$271M
AUM Growth
+$48.5M
(+22%)
Cap. Flow
+$53.9M
Cap. Flow
% of AUM
19.91%
Top 10 Holdings %
Top 10 Hldgs %
60.89%
Holding
300
New
61
Increased
68
Reduced
35
Closed
71
Top Buys
| 1 |
RPM International
RPM
|
$11M |
| 2 |
Vanguard Extended Market ETF
VXF
|
$7.37M |
| 3 |
Invesco QQQ Trust
QQQ
|
$5.97M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$4.64M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$4.33M |
Top Sells
Sector Composition
| 1 | Materials | 4.07% |
| 2 | Financials | 1.1% |
| 3 | Technology | 0.84% |
| 4 | Communication Services | 0.22% |
| 5 | Industrials | 0.18% |
