Fiat Wealth Management’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

Fiat Wealth Management’s Portfolio AESR Stock Details AESR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$153K	Buy	+11,065	New	+$141K	1.93%	12

Other funds holding AESR

Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return

First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 1-Year Est. Return

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

Provence Wealth Management Group Irvine, California $186M AUM 38.63% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Fiat Wealth Management's AESR Position: Q4 2023 in Review

Fiat Wealth Management opened a new position in Anfield US Equity Sector Rotation ETF (AESR) in Q4 2023: 11,065 shares worth $153K. The stake represents 1.93% of the portfolio and ranks #12 among its holdings.

18 funds tracked by Wall St. Rank hold AESR as of Q4 2023.

Fiat Wealth Management held 11,065 shares of Anfield US Equity Sector Rotation ETF worth $153K as of Q4 2023.
Anfield US Equity Sector Rotation ETF was a new Fiat Wealth Management position in Q4 2023.
Anfield US Equity Sector Rotation ETF made up 1.93% of Fiat Wealth Management's portfolio in Q4 2023, its #12 holding.
18 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q4 2023.

Based on Fiat Wealth Management's 13F filing for Q4 2023, filed 3 May 2024.