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
$4.01B
AUM Growth
+$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$20.8M
3
+$20.3M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$9.16M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$9.06M

Top Sells

1
+$16.6M
2
+$16M
3
+$8.64M
4
USRT icon
iShares Core US REIT ETF
USRT
+$5.31M
5
SYK icon
Stryker
SYK
+$4.26M

Sector Composition

1 Technology 5.14%
2 Healthcare 2.6%
3 Financials 1.69%
4 Consumer Discretionary 1.41%
5 Industrials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$299K 0.01%
2,807
+192
352
$299K 0.01%
5,655
+41
353
$296K 0.01%
4,076
354
$294K 0.01%
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355
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356
$287K 0.01%
2,318
-100
357
$284K 0.01%
7,991
-98
358
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1,333
-56
359
$272K 0.01%
5,337
360
$271K 0.01%
4,724
361
$266K 0.01%
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362
$264K 0.01%
606
363
$262K 0.01%
2,168
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364
$262K 0.01%
2,330
-123
365
$261K 0.01%
6,647
-55
366
$261K 0.01%
3,350
+257
367
$259K 0.01%
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-4,105
368
$259K 0.01%
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369
$257K 0.01%
1,040
370
$257K 0.01%
+12,950
371
$257K 0.01%
+7,535
372
$255K 0.01%
2,250
+142
373
$255K 0.01%
+666
374
$255K 0.01%
1,791
375
$251K 0.01%
+9,433
13 14
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