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
$1.39B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10M
3
+$8.62M
4
BUSE icon
First Busey Corp
BUSE
+$5.05M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.05M

Top Sells

1
+$6.15M
2
+$1.91M
3
+$1.77M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.58M
5
GILD icon
Gilead Sciences
GILD
+$1.35M

Sector Composition

1 Technology 6.15%
2 Financials 3.48%
3 Healthcare 3%
4 Industrials 2.45%
5 Consumer Staples 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.46M 0.25%
41,374
+439
52
$3.4M 0.25%
19,354
-157
53
$3.35M 0.24%
26,928
+102
54
$3.24M 0.23%
21,951
-2,623
55
$3.2M 0.23%
132,558
+2,364
56
$3.18M 0.23%
19,197
+704
57
$3.16M 0.23%
25,209
-495
58
$3.09M 0.22%
55,832
-1,350
59
$3.09M 0.22%
10,220
+86
60
$3.03M 0.22%
25,879
-1,021
61
$3.02M 0.22%
24,772
-18
62
$3.01M 0.22%
19,345
+65
63
$2.99M 0.22%
49,983
+4,051
64
$2.92M 0.21%
79,674
-10,722
65
$2.84M 0.2%
32,722
+1,099
66
$2.81M 0.2%
40,231
-590
67
$2.72M 0.2%
45,846
+3,208
68
$2.62M 0.19%
37,995
-1,234
69
$2.58M 0.19%
17,736
-546
70
$2.52M 0.18%
59,351
-1,675
71
$2.5M 0.18%
51,093
+470
72
$2.29M 0.17%
37,350
-1,375
73
$2.29M 0.16%
42,477
-1,384
74
$2.24M 0.16%
46,683
-1,397
75
$2.24M 0.16%
37,556
-749
1 2
3
4 5