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
$73.2M
AUM Growth
-$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$401K
2 +$287K
3 +$140K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$26.3K
5
SHW icon
Sherwin-Williams
SHW
+$1.64K

Top Sells

No sells this quarter

Sector Composition

1 Materials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$40.2M 54.94%
112,069
+1,117
2
$19.1M 26.17%
101,763
+1,525
3
$6.64M 9.07%
88,690
+352
4
$6.5M 8.89%
81,151
+1,750
5
$678K 0.93%
3,309
+8