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
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$11.8M
3
+$10.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.42M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$7.13M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.41%
2 Real Estate 0.78%
3 Industrials 0.39%
4 Communication Services 0.15%
5 Technology 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$88.1K 0.07%
+766
52
$83.7K 0.06%
+854
53
$82.3K 0.06%
+6,474
54
$75.2K 0.06%
+1,497
55
$27.2K 0.02%
+528
56
$18.8K 0.01%
+105
57
$18.6K 0.01%
+160
58
$17.4K 0.01%
+70
59
$17.3K 0.01%
+116
60
$16.5K 0.01%
+105
61
$14.8K 0.01%
+50
62
$13.5K 0.01%
+20
63
$12.5K 0.01%
+130
64
$9.18K 0.01%
+319
65
$7.96K 0.01%
+200
66
$6.65K 0.01%
+1,088
67
$5.21K ﹤0.01%
+47
68
$2.79K ﹤0.01%
+20
69
$941 ﹤0.01%
+147
70
$929 ﹤0.01%
+147
71
$471 ﹤0.01%
+170
72
$422 ﹤0.01%
+39
73
$387 ﹤0.01%
+5
74
$1 ﹤0.01%
+1
1 2
3