FWA
FORM Wealth Advisors Portfolio holdings
AUM
$827M
This Quarter Return
+8.51%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$827M
AUM Growth
+$827M
(+12%)
Cap. Flow
+$35M
Cap. Flow
% of AUM
4.24%
Top 10 Holdings %
Top 10 Hldgs %
87.31%
Holding
66
New
4
Increased
34
Reduced
13
Closed
2
Top Buys
1 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$39.9M |
2 |
iShares Core S&P 500 ETF
IVV
|
$26.9M |
3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$5.84M |
4 |
Invesco QQQ Trust
QQQ
|
$5.61M |
5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.38M |
Top Sells
Sector Composition
1 | Technology | 0.77% |
2 | Financials | 0.58% |
3 | Healthcare | 0.35% |
4 | Industrials | 0.35% |
5 | Utilities | 0.22% |