FWA
FORM Wealth Advisors Portfolio holdings
AUM $736M
AUM
$736M
AUM Growth
–
Cap. Flow
+$736M
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
83.23%
Holding
62
New
62
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $141M | |
| 2 | $121M | |
| 3 | $92M | |
| 4 | $75.7M | |
| 5 | $41M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.77% |
| 2 | Financials | 0.6% |
| 3 | Healthcare | 0.43% |
| 4 | Industrials | 0.29% |
| 5 | Utilities | 0.29% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $916K | 0.12% | 7,706 | New | +$916K | |||
| $807K | 0.11% | 8,683 | New | +$807K | |||
| $777K | 0.11% | 3,126 | New | +$777K | |||
| $603K | 0.08% | 7,869 | New | +$603K | |||
| $531K | 0.07% | 4,005 | New | +$531K | |||
| $527K | 0.07% | 1,717 | New | +$527K | |||
| $485K | 0.07% | 6,499 | New | +$485K | |||
| $485K | 0.07% | 1,588 | New | +$485K | |||
| $444K | 0.06% | 1,616 | New | +$444K | |||
| $427K | 0.06% | 2,552 | New | +$427K | |||
| $427K | 0.06% | 3,819 | New | +$427K | |||
| $379K | 0.05% | 2,727 | New | +$379K | |||
| $374K | 0.05% | 1,826 | New | +$374K | |||
| $368K | 0.05% | 1,780 | New | +$368K | |||
| $359K | 0.05% | 3,836 | New | +$359K | |||
| $342K | 0.05% | 7,896 | New | +$342K | |||
| $336K | 0.05% | 4,015 | New | +$336K | |||
| $326K | 0.04% | 1,915 | New | +$326K | |||
| $318K | 0.04% | 1,576 | New | +$318K | |||
| $314K | 0.04% | 9,694 | New | +$314K | |||
| $305K | 0.04% | 4,743 | New | +$305K | |||
| $284K | 0.04% | 300 | New | +$284K | |||
| $283K | 0.04% | 6,517 | New | +$283K | |||
| $282K | 0.04% | 3,427 | New | +$282K | |||
| $276K | 0.04% | 2,086 | New | +$276K |
