FWP

Firethorn Wealth Partners Portfolio holdings

AUM $267M
1-Year Est. Return 18.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$1.72M
3
+$1.46M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.35M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.21M

Top Sells

1
+$2.59M
2
+$1.35M
3
+$1.29M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$900K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$802K

Sector Composition

1 Financials 7.19%
2 Technology 7.11%
3 Consumer Discretionary 2.37%
4 Industrials 2.16%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
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4 5 6 7
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