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
$130M
AUM Growth
-$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.65M
3
+$1.39M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.36M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.33M

Top Sells

1
+$1.55M
2
+$1.42M
3
+$1.42M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.35M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.04M

Sector Composition

1 Financials 6.82%
2 Technology 4.97%
3 Industrials 2.96%
4 Communication Services 1.9%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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128
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-1
129
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-11,970
130
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131
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-5,827
132
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-1,804
133
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-7,008
134
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-4,429
135
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-9,290
136
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-21,721
137
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-7,722
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6