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
$174M
AUM Growth
+$596K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$717K
2 +$450K
3 +$374K
4
T icon
AT&T
T
+$331K
5
VB icon
Vanguard Small-Cap ETF
VB
+$293K

Sector Composition

1 Energy 4.37%
2 Healthcare 3.49%
3 Consumer Staples 3.38%
4 Technology 2.16%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,448