FWA

Flagship Wealth Advisors Portfolio holdings

AUM $303M
1-Year Est. Return 17.19%
This Quarter Est. Return
1 Year Est. Return
+17.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1 +$4.79M
2 +$2.22M
3 +$2.18M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.99M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.45M

Top Sells

1 +$4.57M
2 +$1.73M
3 +$590K
4
VTV icon
Vanguard Value ETF
VTV
+$498K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$344K

Sector Composition

1 Technology 5.85%
2 Financials 2.8%
3 Consumer Discretionary 1.65%
4 Industrials 1.57%
5 Communication Services 1.55%