FMWA
Forvis Mazars Wealth Advisors Portfolio holdings
AUM
$4.64B
This Quarter Return
+6.71%
1 Year Return
+13.39%
3 Year Return
+51.65%
5 Year Return
+85.57%
10 Year Return
+162.49%
AUM
$2.01B
AUM Growth
+$2.01B
(+0.87%)
Cap. Flow
-$109M
Cap. Flow
% of AUM
-5.4%
Top 10 Holdings %
Top 10 Hldgs %
66.74%
Holding
361
New
7
Increased
40
Reduced
190
Closed
99
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$19.5M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$8.97M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$5.25M |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$5.01M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$3.27M |
Top Sells
| 1 |
Apple
AAPL
|
$9.89M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$7.65M |
| 3 |
Microsoft
MSFT
|
$5.67M |
| 4 |
Amazon
AMZN
|
$4.39M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$4.14M |
Sector Composition
| 1 | Technology | 4.89% |
| 2 | Healthcare | 2.57% |
| 3 | Financials | 2.35% |
| 4 | Industrials | 1.74% |
| 5 | Consumer Staples | 1.68% |
