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
$170M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$2.4M
3
+$2.04M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.64M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.54M

Top Sells

1
+$303K
2
+$274K
3
+$226K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$203K
5
VV icon
Vanguard Large-Cap ETF
VV
+$36.4K

Sector Composition

1 Financials 1.55%
2 Technology 0.77%
3 Industrials 0.37%
4 Communication Services 0.31%
5 Real Estate 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18.4K 0.01%
+289
102
$17.2K 0.01%
+223
103
$17.1K 0.01%
612
+293
104
$16.7K 0.01%
+33
105
$16.5K 0.01%
+21
106
$16.2K 0.01%
+76
107
$16K 0.01%
+48
108
$16K 0.01%
+196
109
$14.8K 0.01%
+210
110
$14.6K 0.01%
+111
111
$14.2K 0.01%
+86
112
$13.8K 0.01%
+130
113
$13.7K 0.01%
+58
114
$13.2K 0.01%
+210
115
$13.1K 0.01%
+44
116
$13.1K 0.01%
+58
117
$12.7K 0.01%
+64
118
$12.6K 0.01%
100
+99
119
$12.5K 0.01%
+23
120
$12.5K 0.01%
+28
121
$12.1K 0.01%
+47
122
$11.9K 0.01%
+41
123
$11.9K 0.01%
+133
124
$11.8K 0.01%
+116
125
$11.7K 0.01%
+26
3 4
5
6 7