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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
1 Year Est. Return
+19.75%
AUM
$646M
AUM Growth
-$46.6M
(-6.7%)
Holding
555
Top Buys
| 1 | +$22.5M | |
| 2 | +$7.1M | |
| 3 | +$6.19M | |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
+$1.54M |
| 5 |
Vanguard Russell 1000 Value ETF
VONV
|
+$1.33M |
Top Sells
| 1 | +$32.1M | |
| 2 | +$4.23M | |
| 3 | +$2.49M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$2.43M |
| 5 |
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% |