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
101
$102K 0.11%
+11,500
102
$98K 0.11%
+10,000
103
$66K 0.07%
+10,742
104
$60K 0.06%
+23,178
105
$39K 0.04%
+1,158