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
$199M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Sells

1 +$219K
2 +$44.1K
3 +$32.9K
4
WFT
Weatherford International plc
WFT
+$13.7K

Sector Composition

1 Energy 1.53%
2 Financials 0.13%
3 Consumer Staples 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$246K 0.12%
2,628
+194
27
$235K 0.12%
3,846
28
$226K 0.11%
3,195
-465
29
$201K 0.1%
+2,324
30
-19,607
31
-7,535