FWM
Fiat Wealth Management Portfolio holdings
AUM
$7.9M
1 Year Est. Return
–
AUM
$7.9M
AUM Growth
–
Holding
13
Top Buys
| 1 | +$2.23M | |
| 2 | +$982K | |
| 3 | +$969K | |
| 4 |
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
|
+$762K |
| 5 |
Microsoft
MSFT
|
+$620K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 28.16% |
| 2 | Technology | 14.2% |
| 3 | Consumer Discretionary | 5.39% |
| 4 | Financials | 5.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
UnitedHealth
UNH
$300B
| $2.23M | 28.16% |
+4,227
|
|
||
2
Vanguard Dividend Appreciation ETF
VIG
$97.9B
| $982K | 12.42% |
+5,763
|
|
||
3
iShares Core S&P 500 ETF
IVV
$678B
| $969K | 12.26% |
+2,029
|
|
||
|
4
Exchange Listed Funds Trust ETC Cabana Target Drawdown 10 ETF
TDSC
$136M
| $762K | 9.64% |
+32,728
|
|
||
|
5
Microsoft
MSFT
$3.85T
| $620K | 7.85% |
+1,650
|
|
||
6
Apple
AAPL
$3.96T
| $502K | 6.35% |
+2,605
|
|
||
7
Amazon
AMZN
$2.72T
| $426K | 5.39% |
+2,803
|
|
||
8
Visa
V
$650B
| $419K | 5.3% |
+1,608
|
|
||
9
SPDR S&P 500 ETF Trust
SPY
$678B
| $315K | 3.99% |
+663
|
|
||
10
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$510M
| $210K | 2.66% |
+5,681
|
|
||
11
Vanguard Growth ETF
VUG
$204B
| $210K | 2.66% |
+675
|
|
||
12
Anfield US Equity Sector Rotation ETF
AESR
$157M
| $153K | 1.93% |
+11,065
|
|
||
13
Regents Park Hedged Market Strategy ETF
RPHS
$54.9M
| $111K | 1.4% |
+12,433
|
|