FWA
FOCUS Wealth Advisors Portfolio holdings
AUM
$192M
This Quarter Return
+5.66%
1 Year Return
+14.37%
3 Year Return
+42.52%
5 Year Return
–
10 Year Return
–
AUM
$187M
AUM Growth
+$187M
(+18%)
Cap. Flow
+$20.6M
Cap. Flow
% of AUM
11.02%
Top 10 Holdings %
Top 10 Hldgs %
59.21%
Holding
60
New
4
Increased
34
Reduced
3
Closed
2
Top Buys
Top Sells
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.75M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$1.66M |
| 3 |
iShares US Home Construction ETF
ITB
|
$68.1K |
| 4 |
Microsoft
MSFT
|
$26.9K |
| 5 |
Amazon
AMZN
|
$3.61K |
Sector Composition
| 1 | Technology | 5.75% |
| 2 | Financials | 5.24% |
| 3 | Consumer Discretionary | 1.28% |
| 4 | Industrials | 1.17% |
| 5 | Healthcare | 1.15% |
