FWM
Fonville Wealth Management Portfolio holdings
AUM
$395M
This Quarter Return
+9.23%
1 Year Return
+11.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$188M
AUM Growth
–
Cap. Flow
+$188M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.45%
Holding
86
New
86
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity Market ETF
DFAU
|
$14M |
| 2 |
Vanguard Total Bond Market
BND
|
$8.99M |
| 3 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$8.45M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$6.95M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
$6.84M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.64% |
| 2 | Industrials | 1.33% |
| 3 | Consumer Discretionary | 1.29% |
| 4 | Communication Services | 0.56% |
| 5 | Energy | 0.37% |
