FWP

Firethorn Wealth Partners Portfolio holdings

AUM $267M
1-Year Est. Return 18.87%
This Quarter Est. Return
1 Year Est. Return
+18.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$3.07M
3
+$1.78M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.28M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$897K

Top Sells

1
+$6.18M
2
+$1.4M
3
+$1.33M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.12M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.01M

Sector Composition

1 Financials 6.38%
2 Technology 5.04%
3 Industrials 2.64%
4 Communication Services 1.79%
5 Consumer Staples 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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