FW
Fidato Wealth Portfolio holdings
AUM
$140M
1-Year Est. Return
13.2%
1 Year Est. Return
+13.2%
AUM
$131M
AUM Growth
-$2.69M
(-2%)
Holding
26
Top Buys
| 1 | +$1.33M | |
| 2 | +$536K | |
| 3 | +$497K | |
| 4 |
Dimensional US Real Estate ETF
DFAR
|
+$274K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$122K |
Top Sells
| 1 | +$483K | |
| 2 | +$378K | |
| 3 | +$237K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$194K |
| 5 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
+$43.9K |
Sector Composition
| 1 | Technology | 3.67% |
| 2 | Materials | 1.49% |
| 3 | Industrials | 0.97% |
| 4 | Financials | 0.64% |
| 5 | Communication Services | 0.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Starbucks
SBUX
$97.9B
| – | – |
-2,600
|
|