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
51
$11M 0.25%
23,880
+1,878
52
$10.6M 0.24%
56,934
+1,641
53
$10.5M 0.24%
291,971
+122,596
54
$10.4M 0.24%
81,401
-4,711
55
$10.4M 0.24%
39,491
-6,298
56
$10.2M 0.23%
212,457
-7,152
57
$10.1M 0.23%
51,134
-1,574
58
$10M 0.23%
374,249
-15,170
59
$9.96M 0.23%
277,265
-25,452
60
$9.73M 0.22%
379,501
-137,449
61
$9.57M 0.22%
329,201
-24,454
62
$9.52M 0.22%
35,132
+344
63
$9.47M 0.22%
233,835
-26,591
64
$9.07M 0.21%
+158,340
65
$8.99M 0.21%
175,864
+758
66
$8.93M 0.21%
155,596
-9,569
67
$8.89M 0.2%
29,811
-255
68
$8.87M 0.2%
22,672
+1,442
69
$8.29M 0.19%
99,125
-3,490
70
$8.19M 0.19%
153,834
+1,171
71
$8.18M 0.19%
14,283
-205
72
$7.88M 0.18%
+22,834
73
$7.67M 0.18%
44,985
+10,112
74
$7.58M 0.17%
43,786
+2,025
75
$7.46M 0.17%
33,730
-2,892
1 2
3
4 5