FWA
FOCUS Wealth Advisors Portfolio holdings
AUM
$208M
1-Year Est. Return
15.81%
1 Year Est. Return
+15.81%
AUM
$208M
AUM Growth
+$15.6M
(+8.1%)
Holding
58
Top Buys
| 1 | +$1.04M | |
| 2 | +$386K | |
| 3 | +$278K | |
| 4 |
Vanguard Total Bond Market
BND
|
+$273K |
| 5 |
Salesforce
CRM
|
+$237K |
Top Sells
| 1 | +$758K | |
| 2 | +$209K | |
| 3 | +$161K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$93.3K |
| 5 |
Amazon
AMZN
|
+$79.3K |
Sector Composition
| 1 | Technology | 8.76% |
| 2 | Financials | 6.75% |
| 3 | Industrials | 2.21% |
| 4 | Consumer Staples | 1.21% |
| 5 | Energy | 0.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard International High Dividend Yield ETF
VYMI
$13.5B
| $339K | 0.16% |
4,009
|
|
||
|
52
Meta Platforms (Facebook)
META
$1.63T
| $337K | 0.16% |
459
-127
|
|
||
|
53
Amazon
AMZN
$2.49T
| $288K | 0.14% |
1,310
-361
|
|
||
54
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.46B
| $281K | 0.13% |
13,566
|
|
||
55
Prairie Operating Co
PROP
$112M
| $278K | 0.13% |
+140,000
|
|
||
56
Home Depot
HD
$355B
| $268K | 0.13% |
660
-42
|
|
||
57
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.78B
| $233K | 0.11% |
5,372
|
|
||
58
iShares Semiconductor ETF
SOXX
$16.7B
| $204K | 0.1% |
+753
|
|