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
326
$462K 0.01%
+1,602
327
$461K 0.01%
+13,376
328
$456K 0.01%
11,832
+1,394
329
$455K 0.01%
14,532
-7,128
330
$448K 0.01%
1,639
+51
331
$448K 0.01%
+2,207
332
$446K 0.01%
2,453
+83
333
$443K 0.01%
5,060
+587
334
$439K 0.01%
11,805
-36
335
$437K 0.01%
6,150
336
$428K 0.01%
14,712
-603
337
$427K 0.01%
15,930
-17,955
338
$426K 0.01%
10,393
+17
339
$419K 0.01%
5,476
340
$419K 0.01%
6,163
-70
341
$412K 0.01%
2,050
342
$411K 0.01%
2,293
343
$407K 0.01%
2,341
+33
344
$401K 0.01%
3,661
+18
345
$399K 0.01%
2,879
+14
346
$386K 0.01%
+9,966
347
$383K 0.01%
3,085
348
$372K 0.01%
9,171
+1,180
349
$372K 0.01%
11,851
-800
350
$372K 0.01%
4,746
+1,294
12 13
14
15 16