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
$3.31B
AUM Growth
-$98.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$24.3M
3
+$22.8M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$22.3M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$21.2M

Top Sells

1
+$17M
2
+$6.78M
3
+$5.38M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$4.29M
5
SFNC icon
Simmons First National
SFNC
+$3.96M

Sector Composition

1 Technology 4.41%
2 Healthcare 2.44%
3 Financials 1.74%
4 Consumer Discretionary 1.37%
5 Consumer Staples 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$249K 0.01%
+10,557
352
$246K 0.01%
868
-90
353
$243K 0.01%
9,040
+20
354
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356
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12,150
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+8,228
358
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361
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362
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363
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3,252
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365
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604
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366
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370
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1,040
374
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1,506
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375
$200K 0.01%
8,714
-4,274
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15
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