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FWM
Fonville Wealth Management Portfolio holdings
AUM
$525M
1-Year Est. Return
16.61%
This Fund
S&P 500
This Quarter
Est. Return
+7.43%
1 Year Est. Return
+16.61%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$395M
AUM Growth
+$55.5M
(+16%)
Cap. Flow
+$30M
Cap. Flow
% of AUM
7.6%
Top 10 Holdings %
Top 10 Hldgs %
44.43%
Holding
129
New
10
Increased
61
Reduced
33
Closed
6
Top Buys
| 1 |
Dimensional US Core Equity Market ETF
DFAU
|
+$4.21M |
| 2 |
Avantis US Small Cap Value ETF
AVUV
|
+$3.19M |
| 3 |
Vanguard Total Bond Market
BND
|
+$2.27M |
| 4 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$2.26M |
| 5 |
Avantis US Large Cap Value ETF
AVLV
|
+$2.01M |
Top Sells
| 1 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$358K |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$309K |
| 3 |
Eli Lilly
LLY
|
+$255K |
| 4 |
McDonald's
MCD
|
+$223K |
| 5 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$219K |
Sector Composition
| 1 | Technology | 4% |
| 2 | Industrials | 1.05% |
| 3 | Consumer Discretionary | 1% |
| 4 | Communication Services | 0.96% |
| 5 | Financials | 0.66% |
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