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
$805M
AUM Growth
+$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$3.04M
2 +$2.45M
3 +$2.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.61M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.2M

Sector Composition

1 Technology 0.84%
2 Energy 0.83%
3 Consumer Discretionary 0.22%
4 Financials 0.15%
5 Industrials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$5.4K ﹤0.01%
+19
77
-6,081
78
-360
79
-2,516