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
$170M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1 +$17.2M
2 +$16.3M
3 +$12.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.68M
5
VTV icon
Vanguard Value ETF
VTV
+$6.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.92%
2 Financials 4.44%
3 Healthcare 2.7%
4 Industrials 2.53%
5 Consumer Staples 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$18.9K 0.01%
+47
252
$18.4K 0.01%
+482
253
$18.3K 0.01%
+200
254
$18.2K 0.01%
+275
255
$17.2K 0.01%
+410
256
$16.9K 0.01%
+200
257
$16.9K 0.01%
+615
258
$16.7K 0.01%
+253
259
$16.6K 0.01%
+151
260
$16.5K 0.01%
+400
261
$16K 0.01%
+200
262
$15.8K 0.01%
+1,497
263
$15.6K 0.01%
+348
264
$15.1K 0.01%
+200
265
$14.5K 0.01%
+550
266
$14.5K 0.01%
+344
267
$14.4K 0.01%
+14
268
$14.3K 0.01%
+200
269
$14.1K 0.01%
+107
270
$13.9K 0.01%
+1,119
271
$13.4K 0.01%
+22
272
$13.4K 0.01%
+1,386
273
$13.2K 0.01%
+442
274
$12.4K 0.01%
+125
275
$12.4K 0.01%
+127