FW
FullCircle Wealth Portfolio holdings
AUM
$284M
1-Year Est. Return
15.13%
This Fund
S&P 500
1 Year Est. Return
+15.13%
AUM
$268M
AUM Growth
+$25.2M
(+10%)
Holding
277
Top Buys
| 1 | +$6.82M | |
| 2 | +$3.29M | |
| 3 | +$1.84M | |
| 4 |
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
|
+$1.77M |
| 5 |
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE
|
+$1.77M |
Top Sells
| 1 | +$4.45M | |
| 2 | +$4.12M | |
| 3 | +$2.05M | |
| 4 |
BondBloxx USD High Yield Bond Sector Rotation ETF
HYSA
|
+$1.92M |
| 5 |
Snowflake
SNOW
|
+$1.69M |
Sector Composition
| 1 | Technology | 15.6% |
| 2 | Financials | 10.97% |
| 3 | Industrials | 9.21% |
| 4 | Healthcare | 6.21% |
| 5 | Consumer Discretionary | 4.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Innodata
INOD
$1.42B
| – | – |
-7,663
|
|