FW

Fairway Wealth Portfolio holdings

AUM $356M
1-Year Est. Return 10.09%
This Quarter Est. Return
1 Year Est. Return
+10.09%
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
+$11M
2
+$7.37M
3
+$5.97M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.64M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.33M

Top Sells

1
+$880K
2
+$811K
3
+$781K
4
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$619K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$533K

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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