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FWP
Firethorn Wealth Partners Portfolio holdings
AUM
$310M
1-Year Est. Return
23.22%
This Fund
S&P 500
This Quarter
Est. Return
+2.54%
1 Year Est. Return
+23.22%
3 Year Est. Return
+67.06%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$267M
AUM Growth
+$13.5M
(+5.3%)
Cap. Flow
+$8.04M
Cap. Flow
% of AUM
3.01%
Top 10 Holdings %
Top 10 Hldgs %
37.68%
Holding
198
New
13
Increased
72
Reduced
102
Closed
8
Top Buys
| 1 |
Janus Henderson AAA CLO ETF
JAAA
|
+$6.83M |
| 2 |
Invesco Large Cap Growth ETF
PWB
|
+$1.8M |
| 3 |
Invesco S&P 500 Revenue ETF
RWL
|
+$1.56M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$1.25M |
| 5 |
Janus Henderson B-BBB CLO ETF
JBBB
|
+$879K |
Top Sells
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$2.49M |
| 2 |
Dimensional US Core Equity Market ETF
DFAU
|
+$862K |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
+$588K |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$450K |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$410K |
Sector Composition
| 1 | Technology | 6.78% |
| 2 | Financials | 5.95% |
| 3 | Consumer Discretionary | 2.61% |
| 4 | Communication Services | 2.49% |
| 5 | Industrials | 2.44% |
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