FWP

Family Wealth Partners Portfolio holdings

AUM $250M
1-Year Est. Return 15.93%
This Quarter Est. Return
1 Year Est. Return
+15.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$241K
2 +$177K
3 +$164K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$151K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$118K

Sector Composition

1 Financials 17.46%
2 Technology 0.36%
3 Real Estate 0.2%
4 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SVC
51
Service Properties Trust
SVC
$357M
$28.8K 0.01%
+11,018