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FSWA

Financial Synergies Wealth Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 19.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$646M
AUM Growth
-$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$7.1M
3
+$6.19M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$1.54M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$1.33M

Top Sells

1
+$32.1M
2
+$4.23M
3
+$2.49M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.43M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.01M

Sector Composition

1 Energy 0.53%
2 Financials 0.28%
3 Technology 0.28%
4 Consumer Discretionary 0.24%
5 Healthcare 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
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