FWP
Fiduciary Wealth Partners Portfolio holdings
AUM $116M
This Quarter Return
-2.28%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
–
Cap. Flow
+$116M
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
87.24%
Holding
65
New
65
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $38.2M | |
| 2 | $26.9M | |
| 3 | $12M | |
| 4 | $6.33M | |
| 5 | $4.37M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.78% |
| 2 | Consumer Discretionary | 1.87% |
| 3 | Financials | 1.39% |
| 4 | Consumer Staples | 1.19% |
| 5 | Healthcare | 1.07% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $300K | 0.26% | +520 | New | +$300K | |||
| $292K | 0.25% | +1,378 | New | +$292K | |||
| $284K | 0.25% | +2,333 | New | +$284K | |||
| $280K | 0.24% | +899 | New | +$280K | |||
| $268K | 0.23% | +1,787 | New | +$268K | |||
| $268K | 0.23% | +1,744 | New | +$268K | |||
| $242K | 0.21% | +1,155 | New | +$242K | |||
| $236K | 0.2% | +2,097 | New | +$236K | |||
| $234K | 0.2% | +1,966 | New | +$234K | |||
| $226K | 0.2% | +413 | New | +$226K | |||
| $220K | 0.19% | +413 | New | +$220K | |||
| $218K | 0.19% | +410 | New | +$218K | |||
| $218K | 0.19% | +264 | New | +$218K | |||
| $217K | 0.19% | +2,072 | New | +$217K | |||
| $216K | 0.19% | +4,042 | New | +$216K | |||
| $214K | 0.19% | +2,286 | New | +$214K | |||
| $204K | 0.18% | +2,218 | New | +$204K | |||
| $192K | 0.17% | +1,296 | New | +$192K | |||
| $192K | 0.17% | +1,149 | New | +$192K | |||
| $170K | 0.15% | +180 | New | +$170K | |||
| $169K | 0.15% | +1,209 | New | +$169K | |||
| $158K | 0.14% | +169 | New | +$158K | |||
| $153K | 0.13% | +2,133 | New | +$153K | |||
| $151K | 0.13% | +288 | New | +$151K | |||
| $121K | 0.1% | +331 | New | +$121K |
