FWS
FinDec Wealth Services Portfolio holdings
AUM
$95.6M
This Quarter Return
+6.6%
1 Year Return
+10.13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
–
Cap. Flow
+$121M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.06%
Holding
41
New
41
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Capital Group Core Plus Income ETF
CGCP
|
$12.1M |
| 2 |
Dimensional US Large Cap Value ETF
DFLV
|
$10.6M |
| 3 |
Dimensional US Core Equity Market ETF
DFAU
|
$9.91M |
| 4 |
iShares US Medical Devices ETF
IHI
|
$6.81M |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
$6.69M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.29% |
| 2 | Energy | 1.25% |
| 3 | Consumer Staples | 0.73% |
| 4 | Communication Services | 0.35% |
| 5 | Consumer Discretionary | 0.18% |
