FWP
Fiduciary Wealth Partners Portfolio holdings
AUM $116M
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 | |
|---|---|---|---|---|---|---|---|
| $111K | 0.1% | 701 | New | +$111K | |||
| $85.2K | 0.07% | 243 | New | +$85.2K | |||
| $83.6K | 0.07% | 535 | New | +$83.6K | |||
| $47.8K | 0.04% | 533 | New | +$47.8K | |||
| $45.7K | 0.04% | 315 | New | +$45.7K | |||
| $45.4K | 0.04% | 148 | New | +$45.4K | |||
| $45.2K | 0.04% | 145 | New | +$45.2K | |||
| $45.2K | 0.04% | 137 | New | +$45.2K | |||
| $35.6K | 0.03% | 435 | New | +$35.6K | |||
| $14.5K | 0.01% | 200 | New | +$14.5K | |||
| $6.14K | 0.01% | 10 | New | +$6.14K | |||
| $5.48K | 0% | 73 | New | +$5.48K | |||
| $4.23K | 0% | 17 | New | +$4.23K | |||
| $1.43K | 0% | 12 | New | +$1.43K | |||
| $256 | 0% | 1 | New | +$256 |
