FWP
Firethorn Wealth Partners Portfolio holdings
AUM
$231M
This Quarter Return
+5.56%
1 Year Return
+15.72%
3 Year Return
+53.68%
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(+11%)
Cap. Flow
+$7.76M
Cap. Flow
% of AUM
6.49%
Top 10 Holdings %
Top 10 Hldgs %
43.22%
Holding
144
New
9
Increased
59
Reduced
49
Closed
15
Top Buys
| 1 |
iShares Global Financials ETF
IXG
|
$2.09M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$2.05M |
| 3 |
Dimensional US Core Equity Market ETF
DFAU
|
$1.53M |
| 4 |
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
|
$1.31M |
| 5 |
CSX Corp
CSX
|
$1.07M |
Top Sells
Sector Composition
| 1 | Financials | 6.28% |
| 2 | Technology | 4.6% |
| 3 | Industrials | 2.75% |
| 4 | Communication Services | 2.6% |
| 5 | Healthcare | 2.25% |
