FWP

Fiduciary Wealth Partners Portfolio holdings

AUM $238M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$26.9M
3
+$12M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$6.33M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$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 Change
in Stake 		Capital Flow
51
$111K 0.1%
+701
52
$85.2K 0.07%
+243
53
$83.6K 0.07%
+535
54
$47.8K 0.04%
+533
55
$45.7K 0.04%
+315
56
$45.4K 0.04%
+148
57
$45.2K 0.04%
+145
58
$45.2K 0.04%
+137
59
$35.6K 0.03%
+435
60
$14.5K 0.01%
+200
61
$6.14K 0.01%
+10
62
$5.48K ﹤0.01%
+73
63
$4.23K ﹤0.01%
+17
64
$1.43K ﹤0.01%
+12
65
$256 ﹤0.01%
+1
1 2
3