FWP
Firethorn Wealth Partners Portfolio holdings
AUM
$231M
This Quarter Return
+6.62%
1 Year Return
+15.72%
3 Year Return
+53.68%
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
–
Cap. Flow
+$133M
Cap. Flow
% of AUM
99.98%
Top 10 Holdings %
Top 10 Hldgs %
45%
Holding
136
New
134
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$13.1M |
| 2 |
Dimensional US Core Equity Market ETF
DFAU
|
$8.4M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$6.79M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$6.31M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$6.02M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 7.07% |
| 2 | Technology | 5.67% |
| 3 | Industrials | 2.58% |
| 4 | Communication Services | 2.44% |
| 5 | Healthcare | 2.3% |
