FPWM
Five Pine Wealth Management Portfolio holdings
AUM
$135M
This Quarter Return
-1.24%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
74.37%
Holding
40
New
40
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$17.4M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$13.7M |
| 3 |
Vanguard Growth ETF
VUG
|
$13M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$11.2M |
| 5 |
Vanguard Value ETF
VTV
|
$8.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 0.45% |
| 2 | Consumer Staples | 0.38% |
| 3 | Technology | 0.31% |
| 4 | Financials | 0.17% |
