FWP
Firethorn Wealth Partners Portfolio holdings
AUM
$231M
This Quarter Return
+5.94%
1 Year Return
+15.72%
3 Year Return
+53.68%
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
+$128M
(+8.1%)
Cap. Flow
+$2.77M
Cap. Flow
% of AUM
2.17%
Top 10 Holdings %
Top 10 Hldgs %
47.82%
Holding
144
New
15
Increased
59
Reduced
44
Closed
20
Top Buys
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$6.45M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$3.07M |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
$1.78M |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
$1.28M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$897K |
Top Sells
Sector Composition
| 1 | Financials | 6.38% |
| 2 | Technology | 5.04% |
| 3 | Industrials | 2.64% |
| 4 | Communication Services | 1.79% |
| 5 | Consumer Staples | 1.63% |
