FWA
Flagship Wealth Advisors Portfolio holdings
AUM
$265M
This Quarter Return
+1.16%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$170M
AUM Growth
–
Cap. Flow
+$170M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.22%
Holding
377
New
377
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
+$17.2M |
| 2 |
Vanguard Growth ETF
VUG
|
+$16.3M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
+$12.1M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$9.68M |
| 5 |
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% |
