FWA
Fulcrum Wealth Advisors Portfolio holdings
AUM
$121M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$121M
AUM Growth
-$792K
(-0.65%)
Holding
77
Top Buys
| 1 | +$3.95M | |
| 2 | +$2.33M | |
| 3 | +$2.19M | |
| 4 |
AstraZeneca
AZN
|
+$2.11M |
| 5 |
Netflix
NFLX
|
+$1.02M |
Top Sells
| 1 | +$2.53M | |
| 2 | +$2.43M | |
| 3 | +$1.26M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.1M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$1.03M |
Sector Composition
| 1 | Technology | 24.47% |
| 2 | Industrials | 10.22% |
| 3 | Communication Services | 7.42% |
| 4 | Financials | 6.66% |
| 5 | Healthcare | 5.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
UnitedHealth
UNH
$347B
| – | – |
-7,369
|
|
||
|
CRWV
77
CoreWeave Inc
CRWV
$58.7B
| – | – |
-3,209
|
|