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
76
$260K 0.28%
+4,745
77
$258K 0.28%
+1,537
78
$252K 0.27%
+5,232
79
$250K 0.27%
+915
80
$249K 0.27%
+3,475
81
$249K 0.27%
+1,676
82
$249K 0.27%
+6,184
83
$246K 0.27%
+1,007
84
$246K 0.27%
+2,114
85
$242K 0.26%
+1,903
86
$240K 0.26%
+7,118
87
$239K 0.26%
+4,639
88
$237K 0.26%
+13,229
89
$236K 0.26%
+1,243
90
$225K 0.24%
+1,871
91
$222K 0.24%
+8,250
92
$215K 0.23%
+5,930
93
$211K 0.23%
+1,784
94
$209K 0.23%
+1,955
95
$203K 0.22%
+3,420
96
$200K 0.22%
+1,135
97
$140K 0.15%
+29,650
98
$126K 0.14%
+2,350
99
$124K 0.13%
+3,679
100
$109K 0.12%
+27,229
1 2 3
4
5