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
376
$317K 0.01%
600
-6
377
$313K 0.01%
+14,164
378
$308K 0.01%
2,052
+124
379
$308K 0.01%
1,452
+119
380
$305K 0.01%
6,768
+108
381
$301K 0.01%
1,791
382
$299K 0.01%
5,380
+1,191
383
$297K 0.01%
7,091
-96
384
$297K 0.01%
31,501
+10,301
385
$296K 0.01%
+3,247
386
$292K 0.01%
2,215
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387
$292K 0.01%
18,255
388
$291K 0.01%
5,755
-726
389
$291K 0.01%
4,724
390
$283K 0.01%
2,293
+38
391
$283K 0.01%
10,029
+1,134
392
$281K 0.01%
4,331
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393
$277K 0.01%
6,648
+1
394
$276K 0.01%
+1,373
395
$275K 0.01%
1,105
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396
$274K 0.01%
2,980
-353
397
$272K 0.01%
+3,874
398
$269K 0.01%
6,584
-3,794
399
$269K 0.01%
+1,403
400
$256K 0.01%
3,543
-36
14 15
16
17 18