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
$909M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$5.23M
3
+$2.87M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.46M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.23M

Top Sells

1
+$7.66M
2
+$7.32M
3
+$3.94M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.44M
5
F icon
Ford
F
+$2.28M

Sector Composition

1 Technology 6.15%
2 Financials 3.06%
3 Healthcare 2.83%
4 Consumer Staples 2.82%
5 Industrials 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.58M 0.28%
22,243
+3,695
52
$2.5M 0.27%
22,782
-22,282
53
$2.46M 0.27%
116,292
-1,556
54
$2.46M 0.27%
44,600
+3,843
55
$2.44M 0.27%
38,918
+397
56
$2.34M 0.26%
25,833
+111
57
$2.29M 0.25%
32,256
+3,694
58
$2.26M 0.25%
11,914
-678
59
$2.25M 0.25%
50,067
+4,153
60
$2.23M 0.25%
58,567
+4,563
61
$2.22M 0.24%
15,550
+945
62
$2.2M 0.24%
33,686
-265
63
$2.11M 0.23%
16,299
-208
64
$2.05M 0.23%
22,617
-153
65
$2M 0.22%
65,624
+2,884
66
$1.99M 0.22%
39,431
-4,430
67
$1.98M 0.22%
19,323
+1,110
68
$1.91M 0.21%
73,374
-27,975
69
$1.81M 0.2%
13,073
-794
70
$1.79M 0.2%
31,467
+2,594
71
$1.75M 0.19%
30,846
+1,898
72
$1.59M 0.17%
11,370
+925
73
$1.55M 0.17%
20,887
+2,483
74
$1.5M 0.17%
5,993
+797
75
$1.46M 0.16%
13,110
+2,791
1 2
3
4 5