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
276
$658K 0.02%
3,258
+275
277
$656K 0.02%
4,026
+52
278
$656K 0.02%
3,855
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279
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280
$639K 0.01%
3,457
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281
$637K 0.01%
27,309
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282
$635K 0.01%
23,631
-3,662
283
$633K 0.01%
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-3
284
$628K 0.01%
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285
$627K 0.01%
3,356
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286
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1,070
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287
$623K 0.01%
8,435
-94
288
– –
-24,184
289
$606K 0.01%
6,907
-195
290
$605K 0.01%
12,181
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291
$603K 0.01%
+1,575
292
$599K 0.01%
22,684
293
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3,026
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294
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7,768
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295
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296
$576K 0.01%
3,742
297
$574K 0.01%
5,897
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298
$569K 0.01%
13,828
299
$568K 0.01%
7,672
-1,095
300
$567K 0.01%
4,226
+122
10 11
12
13 14