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
$295M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$26.7M
2 +$15.2M
3 +$14.3M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$8.39M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$7.38M

Sector Composition

1 Energy 0.65%
2 Technology 0.34%
3 Consumer Discretionary 0.11%
4 Communication Services 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$238K 0.08%
26,578
52
$220K 0.07%
+2,359
53
-14,045