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
51
$386K 0.16%
+1,898
52
$385K 0.16%
2,740
+2,551
53
$383K 0.16%
+1,775
54
$383K 0.16%
1,356
-116
55
$375K 0.16%
1,832
+285
56
$375K 0.16%
1,328
-1,122
57
$364K 0.15%
+5,044
58
$362K 0.15%
758
+37
59
$362K 0.15%
2,591
60
$362K 0.15%
3,209
+2,932
61
$360K 0.15%
2,837
+2,698
62
$352K 0.15%
+1,485
63
$340K 0.14%
5,133
+1,578
64
$338K 0.14%
2,292
+1,707
65
$335K 0.14%
+6,488
66
$316K 0.13%
+3,063
67
$312K 0.13%
+3,183
68
$306K 0.13%
+9,828
69
$295K 0.12%
+664
70
$276K 0.12%
+1,636
71
$264K 0.11%
+555
72
$260K 0.11%
+223
73
$259K 0.11%
4,500
74
$257K 0.11%
1,044
-193
75
$252K 0.11%
+1,585
1 2
3
4