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FW

Fidato Wealth Portfolio holdings

AUM $154M
1-Year Est. Return 11.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$912K
3
+$698K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$536K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$304K

Top Sells

1
+$155K
2
+$82.3K
3
+$65.1K
4
SHW icon
Sherwin-Williams
SHW
+$39.8K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.09K

Sector Composition

1 Materials 1.25%
2 Financials 0.49%
3 Technology 0.32%
4 Utilities 0.2%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$75.8M 49.83%
123,797
+1,548
2
$39.6M 26.02%
539,004
+14,028
3
$11.7M 7.69%
490,659
+29,615
4
$10.3M 6.74%
129,965
+6,821
5
$8.92M 5.86%
13,323
-240
6
$1.9M 1.25%
5,481
-113
7
$744K 0.49%
8,140
-12
8
$728K 0.48%
11,307
-1,041
9
$658K 0.43%
7,462
-967
10
$431K 0.28%
1,744
+5
11
$315K 0.21%
+627
12
$306K 0.2%
+4,048
13
$301K 0.2%
4,272
14
$283K 0.19%
+546
15
$207K 0.14%
+811