FWP
Falcon Wealth Planning Portfolio holdings
AUM
$1.19B
1-Year Est. Return
15.39%
This Fund
S&P 500
1 Year Est. Return
+15.39%
AUM
$302M
AUM Growth
+$7.71M
(+2.6%)
Holding
89
Top Buys
| 1 | +$3.83M | |
| 2 | +$3.51M | |
| 3 | +$3.48M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$2.56M |
| 5 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$2.35M |
Top Sells
| 1 | +$1.27M | |
| 2 | +$1.09M | |
| 3 | +$866K | |
| 4 |
Celsius Holdings
CELH
|
+$770K |
| 5 |
State Street SPDR Dow Jones REIT ETF
RWR
|
+$716K |
Sector Composition
| 1 | Technology | 11.97% |
| 2 | Financials | 1.47% |
| 3 | Consumer Discretionary | 0.93% |
| 4 | Communication Services | 0.43% |
| 5 | Consumer Staples | 0.33% |