FW

Fidato Wealth Portfolio holdings

AUM $140M
1-Year Est. Return 13.2%
This Quarter Est. Return
1 Year Est. Return
+13.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$52.8M
2 +$24.9M
3 +$9.1M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.86M
5
NSC icon
Norfolk Southern
NSC
+$253K

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$52.8M 56.21%
+110,712
2
$24.9M 26.54%
+97,872
3
$9.1M 9.68%
+78,410
4
$6.86M 7.3%
+84,878
5
$253K 0.27%
+851