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
76
$1.43M 0.16%
9,142
-16
77
$1.32M 0.15%
24,647
-19,601
78
$1.31M 0.14%
14,759
-479
79
$1.31M 0.14%
10,445
+200
80
$1.26M 0.14%
20,587
-10,612
81
$1.25M 0.14%
49,476
-1,466
82
$1.25M 0.14%
106,287
83
$1.22M 0.13%
7,121
-402
84
$1.2M 0.13%
19,701
+2,348
85
$1.16M 0.13%
8,281
+4,608
86
$1.16M 0.13%
23,382
-381
87
$1.07M 0.12%
5,482
-120
88
$1.04M 0.11%
4,099
-289
89
$1.02M 0.11%
9,634
90
$1.01M 0.11%
21,000
91
$1M 0.11%
15,838
-4,739
92
$973K 0.11%
20,280
+180
93
$953K 0.1%
9,055
-916
94
$945K 0.1%
19,405
+79
95
$943K 0.1%
14,787
-696
96
$936K 0.1%
24,314
-1,372
97
$910K 0.1%
18,824
-1,091
98
$891K 0.1%
12,002
-106
99
$847K 0.09%
15,968
+1,870
100
$837K 0.09%
17,420
-1,140
2 3
4
5 6