We are live on
!
Find out more
FWP
Firethorn Wealth Partners Portfolio holdings
AUM
$310M
1-Year Est. Return
23.22%
This Fund
S&P 500
This Quarter
Est. Return
+9.53%
1 Year Est. Return
+23.22%
3 Year Est. Return
+67.06%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$231M
AUM Growth
+$21.1M
(+10%)
Cap. Flow
+$3.63M
Cap. Flow
% of AUM
1.57%
Top 10 Holdings %
Top 10 Hldgs %
39.01%
Holding
190
New
19
Increased
89
Reduced
63
Closed
16
Top Buys
| 1 |
Janus Henderson AAA CLO ETF
JAAA
|
+$3.48M |
| 2 |
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
|
+$1.72M |
| 3 |
PSQA
Palmer Square CLO Senior Debt ETF
PSQA
|
+$1.46M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.35M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
+$1.21M |
Top Sells
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$2.59M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.35M |
| 3 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$1.29M |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$900K |
| 5 |
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% |
Similar funds
IPW
TL
RGC
HP
CCM
IR
SPIO
TWM