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FWA
FORM Wealth Advisors Portfolio holdings
AUM
$909M
This Fund
S&P 500
This Quarter
Est. Return
-0.32%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$736M
AUM Growth
–
Cap. Flow
+$752M
Cap. Flow
% of AUM
102.2%
Top 10 Holdings %
Top 10 Hldgs %
83.23%
Holding
62
New
62
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$148M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$120M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$90.9M |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$79.8M |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
+$41.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 0.77% |
| 2 | Financials | 0.6% |
| 3 | Healthcare | 0.43% |
| 4 | Industrials | 0.29% |
| 5 | Utilities | 0.29% |
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FORM Wealth Advisors's Q1 2025 Portfolio in Review
Q1 2025 is the first quarter with a 13F filing on record for FORM Wealth Advisors, which disclosed 62 positions worth $736M. Its ten largest holdings account for 83% of the portfolio.
Its largest position is iShares Core S&P 500 ETF: 250,173 shares worth $141M.
By sector, the portfolio is most concentrated in Technology at 0.77% of assets, followed by Financials and Healthcare.
- FORM Wealth Advisors's largest Q1 2025 buy was iShares Core S&P 500 ETF: 250,173 shares worth $141M.
- FORM Wealth Advisors's ten largest holdings make up 83% of its $736M portfolio in Q1 2025.
- FORM Wealth Advisors disclosed 62 positions in Q1 2025, its first 13F filing on record.
Based on FORM Wealth Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.