FWP

Firethorn Wealth Partners Portfolio holdings

AUM $254M
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$7.42M
3
+$4.75M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$3.6M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.54M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.71%
2 Technology 4.82%
3 Communication Services 2.93%
4 Industrials 2.86%
5 Consumer Discretionary 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$410K 0.44%
+9,162
52
$403K 0.44%
+9,766
53
$397K 0.43%
+9,627
54
$392K 0.42%
+14,010
55
$390K 0.42%
+2,475
56
$384K 0.42%
+1,075
57
$378K 0.41%
+1,206
58
$373K 0.4%
+12,292
59
$364K 0.39%
+2,324
60
$357K 0.39%
+8,028
61
$354K 0.38%
+1,331
62
$346K 0.37%
+2,400
63
$338K 0.37%
+5,953
64
$337K 0.36%
+1,449
65
$331K 0.36%
+8,175
66
$325K 0.35%
+16,835
67
$324K 0.35%
+1,480
68
$323K 0.35%
+1,378
69
$323K 0.35%
+2,694
70
$311K 0.34%
+18,948
71
$299K 0.32%
+3,980
72
$290K 0.31%
+16,112
73
$272K 0.29%
+5,070
74
$271K 0.29%
+2,962
75
$264K 0.29%
+3,686
1 2
3
4 5