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
301
$564K 0.01%
6,383
+664
302
$556K 0.01%
9,620
+1,385
303
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3,305
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2,403
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305
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306
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15,155
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307
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29,059
308
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5,106
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309
$532K 0.01%
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310
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312
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313
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15,245
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314
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12,576
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315
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316
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15,025
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18,986
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320
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6,423
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14,856
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2,919
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324
$468K 0.01%
17,320
-6,215
325
$465K 0.01%
10,407
-569
11 12
13
14 15