FWP
Fiduciary Wealth Partners Portfolio holdings
AUM
$106M
This Quarter Return
+5.61%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$98.6M
AUM Growth
+$98.6M
(-0.34%)
Cap. Flow
-$4.37M
Cap. Flow
% of AUM
-4.43%
Top 10 Holdings %
Top 10 Hldgs %
99.02%
Holding
15
New
–
Increased
3
Reduced
9
Closed
1
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$3.58K |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.21K |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$919 |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$1.47M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$757K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$530K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$515K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$383K |
