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 %
100%
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

1Technology6.78%
2Consumer Discretionary1.87%
3Financials1.39%
4Consumer Staples1.19%
5Healthcare1.07%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$111K0.1%
+701
 New
+$111K
$85.2K0.07%
+243
 New
+$85.2K
$83.6K0.07%
+535
 New
+$83.6K
$47.8K0.04%
+533
 New
+$47.8K
$45.7K0.04%
+315
 New
+$45.7K
$45.4K0.04%
+148
 New
+$45.4K
$45.2K0.04%
+145
 New
+$45.2K
$45.2K0.04%
+137
 New
+$45.2K
$35.6K0.03%
+435
 New
+$35.6K
$14.5K0.01%
+200
 New
+$14.5K
$6.14K0.01%
+10
 New
+$6.14K
$5.48K﹤0.01%
+73
 New
+$5.48K
$4.23K﹤0.01%
+17
 New
+$4.23K
$1.43K﹤0.01%
+12
 New
+$1.43K
$256﹤0.01%
+1
 New
+$256
1 -10123