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
$148M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$3.85M
2 +$2.67M
3 +$2.08M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.86M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$590K

Top Sells

1 +$1.72M
2 +$813K
3 +$335K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$277K
5
PECO icon
Phillips Edison & Co
PECO
+$230K

Sector Composition

1 Financials 1.51%
2 Real Estate 0.52%
3 Industrials 0.25%
4 Communication Services 0.12%
5 Technology 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$466 ﹤0.01%
39
77
$455 ﹤0.01%
5
78
$405 ﹤0.01%
170
79
$1 ﹤0.01%
1
80
-6,503