FSWA
Financial Synergies Wealth Advisors Portfolio holdings
AUM
$988M
1-Year Est. Return
14.24%
This Fund
S&P 500
1 Year Est. Return
+14.24%
AUM
$693M
AUM Growth
-$20.4M
(-2.9%)
Holding
525
Top Buys
| 1 | +$1.71M | |
| 2 | +$1.5M | |
| 3 | +$905K | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$826K |
| 5 |
Exxon Mobil
XOM
|
+$710K |
Top Sells
| 1 | +$1.03M | |
| 2 | +$826K | |
| 3 | +$587K | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$548K |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$344K |
Sector Composition
| 1 | Energy | 1.04% |
| 2 | Technology | 0.4% |
| 3 | Consumer Discretionary | 0.31% |
| 4 | Financials | 0.23% |
| 5 | Healthcare | 0.12% |