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
$4.35B
AUM Growth
+$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$34.2M
3
+$10.3M
4
WMT icon
Walmart
WMT
+$9.36M
5
GSBC icon
Great Southern Bancorp
GSBC
+$9.07M

Top Sells

1
+$8.47M
2
+$7.96M
3
+$7.65M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$3.53M
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$3.52M

Sector Composition

1 Technology 4.99%
2 Healthcare 2.43%
3 Financials 2.19%
4 Consumer Discretionary 1.6%
5 Industrials 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.04M 0.02%
8,538
-5,093
227
$1.03M 0.02%
7,370
+154
228
$1.02M 0.02%
2,261
+59
229
$1.01M 0.02%
9,952
-128
230
$1.01M 0.02%
12,504
-640
231
$982K 0.02%
22,952
-1,019
232
$981K 0.02%
38,438
+25,278
233
$979K 0.02%
3,536
+50
234
$966K 0.02%
7,084
-439
235
$950K 0.02%
14,551
+105
236
$934K 0.02%
19,936
+97
237
$927K 0.02%
38,996
-1,192
238
$922K 0.02%
22,065
-28
239
$918K 0.02%
+55,000
240
$907K 0.02%
8,892
+340
241
$905K 0.02%
10,544
-17,462
242
$891K 0.02%
+2,573
243
$890K 0.02%
+23,743
244
$886K 0.02%
4,284
+117
245
$886K 0.02%
10,589
+112
246
$877K 0.02%
4,573
-5
247
$858K 0.02%
+39,011
248
$856K 0.02%
19,532
249
$850K 0.02%
3,245
+280
250
$833K 0.02%
10,666
+188
8 9
10
11 12