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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
1 Year Est. Return
+18.07%
AUM
$1,000M
AUM Growth
+$91M
(+10%)
Holding
251
Top Buys
| 1 | +$10.7M | |
| 2 | +$7.15M | |
| 3 | +$5.41M | |
| 4 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
+$1.92M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$1.62M |
Top Sells
| 1 | +$927K | |
| 2 | +$890K | |
| 3 | +$590K | |
| 4 |
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
|
+$586K |
| 5 |
State Street SPDR S&P Dividend ETF
SDY
|
+$522K |
Sector Composition
| 1 | Technology | 6.21% |
| 2 | Financials | 3.12% |
| 3 | Consumer Staples | 2.81% |
| 4 | Healthcare | 2.73% |
| 5 | Consumer Discretionary | 2.41% |