FWP
Fiduciary Wealth Partners Portfolio holdings
AUM
$106M
This Quarter Return
+1.62%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$99M
AUM Growth
+$99M
(-1.1%)
Cap. Flow
-$4.02M
Cap. Flow
% of AUM
-4.06%
Top 10 Holdings %
Top 10 Hldgs %
98.83%
Holding
15
New
–
Increased
3
Reduced
9
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$25K |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$2.67K |
| 3 |
iShares Russell 2000 ETF
IWM
|
$2.29K |
Top Sells
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$3.32M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$485K |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$106K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$49.7K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$28.8K |
