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FMWA

Forvis Mazars Wealth Advisors Portfolio holdings

AUM $5.27B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$909M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$5.11M
3
+$2.81M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.41M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.2M

Top Sells

1
+$7.66M
2
+$7.32M
3
+$3.94M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.45M
5
F icon
Ford
F
+$2.15M

Sector Composition

1 Technology 6.15%
2 Financials 3.06%
3 Healthcare 2.83%
4 Consumer Staples 2.82%
5 Industrials 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-7,325
227
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228
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-2,378
229
– –
-20,000
230
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-405,749
231
– –
-47,932
232
– –
-13,049
233
– –
-4,171
234
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-459,138
235
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-58
236
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6 7 8 9
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