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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

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
FIBT
First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return
PWMG
Provence Wealth Management Group Irvine, California $186M AUM 38.63% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $221M AUM
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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.