FSWA

Financial Synergies Wealth Advisors Portfolio holdings

AUM $988M
1-Year Est. Return 14.24%
This Quarter Est. Return
1 Year Est. Return
+14.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$762M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$11.6M
3
+$11.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.09M
5
XOM icon
Exxon Mobil
XOM
+$2.76M

Top Sells

1
+$33.5M
2
+$27.9M
3
+$9.93M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.72M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.55M

Sector Composition

1 Energy 0.92%
2 Technology 0.45%
3 Consumer Discretionary 0.31%
4 Financials 0.28%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4.98K ﹤0.01%
25
277
$4.96K ﹤0.01%
240
278
$4.94K ﹤0.01%
360
279
$4.82K ﹤0.01%
56
+1
280
$4.49K ﹤0.01%
+114
281
$4.44K ﹤0.01%
41
282
$4.38K ﹤0.01%
71
283
$4.19K ﹤0.01%
200
284
$4.04K ﹤0.01%
+40
285
$3.94K ﹤0.01%
+332
286
$3.46K ﹤0.01%
53
287
$3.31K ﹤0.01%
12
288
$3.19K ﹤0.01%
+73
289
$3.16K ﹤0.01%
53
290
$3.08K ﹤0.01%
+24
291
$2.94K ﹤0.01%
+120
292
$2.79K ﹤0.01%
6
+1
293
$2.77K ﹤0.01%
76
+1
294
$2.71K ﹤0.01%
+9
295
$2.63K ﹤0.01%
100
296
$2.59K ﹤0.01%
+27
297
$2.56K ﹤0.01%
162
298
$2.55K ﹤0.01%
215
-14
299
$2.54K ﹤0.01%
25
+7
300
$2.52K ﹤0.01%
5
-1
10 11
12
13 14