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
$205M
AUM Growth
+$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Sells

1 +$260K
2 +$235K
3 +$67.4K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$61.4K
5
SYY icon
Sysco
SYY
+$12.2K

Sector Composition

1 Energy 1.32%
2 Financials 0.12%
3 Consumer Staples 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$241K 0.12%
3,041
-154
27
$206K 0.1%
2,340
+16
28
$203K 0.1%
+1,860
29
-3,680
30
-3,846