FWP
Firethorn Wealth Partners Portfolio holdings
AUM
$231M
This Quarter Return
+10.19%
1 Year Return
+15.72%
3 Year Return
+53.68%
5 Year Return
–
10 Year Return
–
AUM
$153M
AUM Growth
+$153M
(+17%)
Cap. Flow
+$9.47M
Cap. Flow
% of AUM
6.21%
Top 10 Holdings %
Top 10 Hldgs %
45.22%
Holding
151
New
27
Increased
66
Reduced
44
Closed
9
Top Buys
| 1 |
iShares S&P 100 ETF
OEF
|
$1.96M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.16M |
| 3 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$1.12M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$988K |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$947K |
Top Sells
Sector Composition
| 1 | Financials | 7.09% |
| 2 | Technology | 5.53% |
| 3 | Industrials | 2.68% |
| 4 | Consumer Discretionary | 2% |
| 5 | Healthcare | 1.76% |
