FMWA

Forvis Mazars Wealth Advisors Portfolio holdings

AUM $5.04B
1-Year Est. Return 14.27%
This Quarter Est. Return
1 Year Est. Return
+14.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10M
3
+$8.62M
4
BUSE icon
First Busey Corp
BUSE
+$5.05M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.05M

Top Sells

1
+$6.15M
2
+$1.91M
3
+$1.77M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.58M
5
GILD icon
Gilead Sciences
GILD
+$1.35M

Sector Composition

1 Technology 6.15%
2 Financials 3.48%
3 Healthcare 3%
4 Industrials 2.45%
5 Consumer Staples 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$359K 0.03%
7,470
+355
227
$346K 0.02%
3,730
+709
228
$345K 0.02%
3,189
+820
229
$340K 0.02%
1
230
$335K 0.02%
1,688
231
$323K 0.02%
2,520
+444
232
$321K 0.02%
1,814
+329
233
$319K 0.02%
5,401
+1,327
234
$318K 0.02%
2,825
+421
235
$316K 0.02%
2,956
+7
236
$315K 0.02%
+4,839
237
$312K 0.02%
5,891
+321
238
$300K 0.02%
597
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239
$299K 0.02%
+7,334
240
$298K 0.02%
10,104
-1,425
241
$291K 0.02%
14,066
-729
242
– –
0
243
$288K 0.02%
+1,506
244
$281K 0.02%
3,292
-10
245
$272K 0.02%
+8,420
246
$270K 0.02%
+7,741
247
$268K 0.02%
+13,025
248
$266K 0.02%
+1,015
249
$266K 0.02%
+4,715
250
$264K 0.02%
8,662
-4
8 9
10
11 12