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
126
$11.6K 0.01%
+607
127
$11.4K 0.01%
+113
128
$11.3K 0.01%
+15
129
$11.3K 0.01%
+58
130
$11.2K 0.01%
+24
131
$10.9K 0.01%
+232
132
$10.9K 0.01%
+60
133
$10.9K 0.01%
200
134
$10.6K 0.01%
+109
135
$10.4K 0.01%
+70
136
$10.3K 0.01%
+99
137
$10.2K 0.01%
+173
138
$10.2K 0.01%
+30
139
$10.1K 0.01%
310
140
$9.94K 0.01%
+75
141
$9.74K 0.01%
+128
142
$9.6K 0.01%
+202
143
$9.46K 0.01%
+9
144
$9.46K 0.01%
+67
145
$9.35K 0.01%
+132
146
$9.34K 0.01%
+53
147
$9.33K 0.01%
+94
148
$9.32K 0.01%
+240
149
$9.26K 0.01%
+47
150
$9.26K 0.01%
+28