FWA
FORM Wealth Advisors Portfolio holdings
AUM $827M
This Quarter Return
-0.32%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
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 |
iShares Core S&P 500 ETF
IVV
|
+$141M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$121M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$92M |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$75.7M |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
+$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% |
