FWP
Fiduciary Wealth Partners Portfolio holdings
AUM
$106M
This Quarter Return
+3.47%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$81.7M
AUM Growth
+$81.7M
(-17%)
Cap. Flow
-$19.9M
Cap. Flow
% of AUM
-24.34%
Top 10 Holdings %
Top 10 Hldgs %
99.83%
Holding
14
New
–
Increased
4
Reduced
5
Closed
3
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$224K |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$19.1K |
| 3 |
Vanguard Total Bond Market
BND
|
$899 |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$747 |
Top Sells
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$11M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$5.36M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.29M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$395K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$385K |
