FWP

Fiduciary Wealth Partners Portfolio holdings

AUM $153M
1-Year Est. Return 18.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$28M
3
+$12.3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$5.4M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.15M

Top Sells

1
+$940K
2
+$753K
3
+$359K
4
HD icon
Home Depot
HD
+$328K
5
IBM icon
IBM
IBM
+$294K

Sector Composition

1 Technology 8.2%
2 Consumer Discretionary 2.22%
3 Financials 2.02%
4 Communication Services 1.58%
5 Healthcare 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$821K 0.34%
3,369
+750
27
$818K 0.34%
2,493
+1,593
28
$813K 0.34%
9,278
+3
29
$783K 0.33%
6,611
-6,611
30
$715K 0.3%
3,854
+728
31
$688K 0.29%
2,019
+1,738
32
$681K 0.29%
927
+156
33
$631K 0.27%
1,256
+383
34
$616K 0.26%
+5,183
35
$608K 0.26%
3,956
+3,283
36
$602K 0.25%
2,142
+1,062
37
$591K 0.25%
2,677
+2,631
38
$587K 0.25%
6,292
+443
39
$568K 0.24%
1,720
+32
40
$544K 0.23%
3,763
+3,244
41
$509K 0.21%
745
-77
42
$502K 0.21%
2,168
+510
43
$501K 0.21%
541
+102
44
$472K 0.2%
+829
45
$466K 0.2%
649
+647
46
$451K 0.19%
4,900
47
$445K 0.19%
3,322
-9
48
$438K 0.18%
+1,488
49
$393K 0.17%
+3,525
50
$389K 0.16%
2,339
+1,268
1
2
3 4