FWP

FAS Wealth Partners Portfolio holdings

AUM $1.35B
1-Year Est. Return 17.84%
This Quarter Est. Return
1 Year Est. Return
+17.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1 +$28.9M
2 +$2.75M
3 +$2.48M
4
LUV icon
Southwest Airlines
LUV
+$2.34M
5
PLTR icon
Palantir
PLTR
+$1.96M

Top Sells

1 +$69.5M
2 +$5.32M
3 +$4.8M
4
LMT icon
Lockheed Martin
LMT
+$2.52M
5
DIS icon
Walt Disney
DIS
+$2.08M

Sector Composition

1 Technology 8.64%
2 Healthcare 4.26%
3 Financials 3.63%
4 Industrials 3.04%
5 Consumer Discretionary 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-1
452
-6
453
-102
454
-406
455
-29,235