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
$238M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1 +$5.09M
2 +$4.72M
3 +$4.67M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.11M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.52M

Top Sells

1 +$613K
2 +$582K
3 +$259K
4
PEP icon
PepsiCo
PEP
+$251K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$240K

Sector Composition

1 Technology 5.67%
2 Financials 3.56%
3 Healthcare 2.18%
4 Consumer Staples 1.8%
5 Consumer Discretionary 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$21.9K 0.01%
579
+2
252
$21.8K 0.01%
370
253
$21.4K 0.01%
166
254
$20.9K 0.01%
275
255
$20.2K 0.01%
360
256
$20.2K 0.01%
100
257
$20K 0.01%
643
258
$19.8K 0.01%
239
259
$19.6K 0.01%
200
260
$18.4K 0.01%
400
261
$18K 0.01%
156
262
$18K 0.01%
152
+1
263
$17.5K 0.01%
615
264
$17.3K 0.01%
136
265
$17K 0.01%
550
266
$17K 0.01%
47
267
$16.8K 0.01%
482
268
$16.4K 0.01%
254
+1
269
$16.1K 0.01%
1,386
270
$16.1K 0.01%
1,497
271
$15.7K 0.01%
410
272
$15.6K 0.01%
115
+8
273
$15.5K 0.01%
200
274
$15.2K 0.01%
2,271
275
$14.9K 0.01%
200