FWP
FAS Wealth Partners Portfolio holdings
AUM
$1.35B
1-Year Return
17.84%
This Quarter Return
+2.87%
1 Year Return
+17.84%
3 Year Return
+54.66%
5 Year Return
+85.74%
10 Year Return
+147.73%
AUM
$271M
AUM Growth
+$76.1M
(+39%)
Cap. Flow
+$69.5M
Cap. Flow
% of AUM
25.67%
Top 10 Holdings %
Top 10 Hldgs %
65.6%
Holding
151
New
25
Increased
65
Reduced
40
Closed
5
Top Buys
| 1 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
$32.6M |
| 2 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$4.15M |
| 3 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
$4.05M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$2.97M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$2.55M |
Top Sells
Sector Composition
| 1 | Healthcare | 2.93% |
| 2 | Consumer Staples | 2.84% |
| 3 | Energy | 2.45% |
| 4 | Technology | 1.61% |
| 5 | Communication Services | 1.22% |
