FWA

Flagship Wealth Advisors Portfolio holdings

AUM $344M
1-Year Est. Return 18.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1 +$2.3M
2 +$2.06M
3 +$1.87M
4
FELC icon
Fidelity Enhanced Large Cap Core ETF
FELC
+$1.86M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.35M

Top Sells

1 +$1.46M
2 +$1.07M
3 +$1.03M
4
CRM icon
Salesforce
CRM
+$1M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$859K

Sector Composition

1 Technology 5.7%
2 Financials 3.27%
3 Industrials 1.85%
4 Healthcare 1.78%
5 Communication Services 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$56.8K 0.02%
187
202
$56.7K 0.02%
1,425
203
$56K 0.02%
2,532
204
$56K 0.02%
830
205
$55.8K 0.02%
396
206
$55.7K 0.02%
1,000
207
$51.6K 0.02%
189
208
$51.6K 0.02%
400
209
$49.3K 0.02%
534
210
$49.2K 0.02%
1,000
211
$48.9K 0.02%
5,625
212
$48K 0.02%
400
213
$47.6K 0.02%
939
214
$45.5K 0.02%
400
215
$44.2K 0.02%
133
216
$43.7K 0.02%
100
217
$43.1K 0.02%
1,122
+5
218
$42.9K 0.02%
332
219
$42.4K 0.02%
750
220
$42.1K 0.02%
332
221
$42.1K 0.02%
705
222
$41.8K 0.02%
554
223
$41.3K 0.02%
+961
224
$41.1K 0.02%
+149
225
$39.9K 0.02%
693
+543