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
$222M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1 +$3.14M
2 +$3.08M
3 +$2.93M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.29M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.75M

Top Sells

1 +$494K
2 +$351K
3 +$272K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$143K
5
IYR icon
iShares US Real Estate ETF
IYR
+$85.2K

Sector Composition

1 Financials 1.33%
2 Technology 0.87%
3 Industrials 0.36%
4 Healthcare 0.31%
5 Real Estate 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$17.4K 0.01%
+17
152
$17.3K 0.01%
+200
153
$16.7K 0.01%
502
+8
154
$16.6K 0.01%
102
155
$16.4K 0.01%
+86
156
$15.7K 0.01%
+200
157
$15.4K 0.01%
+70
158
$15K 0.01%
+195
159
$14.1K 0.01%
+195
160
$14K 0.01%
+66
161
$13.8K 0.01%
+22
162
$13.4K 0.01%
+118
163
$13.4K 0.01%
+51
164
$12.9K 0.01%
+51
165
$12.6K 0.01%
+136
166
$12K 0.01%
+64
167
$11.9K 0.01%
209
+2
168
$11.7K 0.01%
+70
169
$11.7K 0.01%
+122
170
$11.6K 0.01%
+78
171
$11.6K 0.01%
+203
172
$10.8K ﹤0.01%
+47
173
$10.6K ﹤0.01%
+600
174
$10.5K ﹤0.01%
+178
175
$10.4K ﹤0.01%
+79