FWP
Firethorn Wealth Partners Portfolio holdings
AUM $210M
AUM
$210M
AUM Growth
+$8.2M (+4%)
Cap. Flow
+$14.3M
Cap. Flow % of AUM
6.84%
Top 10 Holdings %Top 10 Hldgs %
40.15%
Holding
177
New
17
Increased
97
Reduced
55
Closed
6
Top Buys
| 1 | $4.1M | |
| 2 | $1.19M | |
| 3 | $1.14M | |
| 4 | $938K | |
| 5 | $900K |
Top Sells
| 1 | $2.09M | |
| 2 | $889K | |
| 3 | $753K | |
| 4 | $572K | |
| 5 | $539K |
Sector Composition
| 1 | Financials | 7.22% |
| 2 | Technology | 6.49% |
| 3 | Industrials | 2.66% |
| 4 | Consumer Discretionary | 2.16% |
| 5 | Communication Services | 1.98% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -10,100 | Closed | – | |||
| $0 | 0% | 0 -10,050 | Closed | – |
