FMWA

Forvis Mazars Wealth Advisors Portfolio holdings

AUM $5.3B
1-Year Est. Return 17.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.98%
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
+$21.6M
2
+$20.1M
3
+$19.7M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$9.16M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$9.03M

Top Sells

1
+$16.5M
2
+$14.2M
3
+$7.07M
4
USRT icon
iShares Core US REIT ETF
USRT
+$5.14M
5
SYK icon
Stryker
SYK
+$4.24M

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
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415
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