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
426
$120K ﹤0.01%
11,890
-25
427
$60.6K ﹤0.01%
+2,482
428
$44.4K ﹤0.01%
12,840
429
– –
-17,333
430
– –
-533
431
– –
-3,200
432
– –
-666
433
– –
-3,350
434
– –
-3,930
435
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-3,420
436
– –
-2,168
437
– –
-30,669
438
– –
-12,950
439
– –
-967
440
– –
-8,667
441
– –
-14,070
442
– –
-8,733
443
– –
-4,488
444
– –
-43,945
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