FWP
Family Wealth Partners Portfolio holdings
AUM
$250M
1-Year Return
15.93%
This Quarter Return
+7.34%
1 Year Return
+15.93%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$130M
AUM Growth
–
Cap. Flow
+$130M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
56.3%
Holding
40
New
40
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
LPL Financial
LPLA
|
$16.1M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$12.2M |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$8.66M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$6.14M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$5.68M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 12.69% |
