FWP
Fiduciary Wealth Partners Portfolio holdings
AUM
$106M
This Quarter Return
+4.48%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$114M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
99.53%
Holding
13
New
13
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$52.3M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$30.8M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$13.4M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$9.82M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$2.42M |
Top Sells
No sells this quarter
