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
$3.41B
AUM Growth
+$359M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$15.7M
3
+$15.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$11.2M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$11M

Top Sells

1
+$11.5M
2
+$4.89M
3
+$2.67M
4
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$1.53M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.44M

Sector Composition

1 Technology 5.22%
2 Healthcare 2.84%
3 Financials 2.3%
4 Consumer Discretionary 1.79%
5 Industrials 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.35M 0.1%
10,082
+4,518
127
$3.31M 0.1%
30,236
-3,093
128
$3.26M 0.1%
67,257
+3,725
129
$3.26M 0.1%
6,664
+5,409
130
$3.22M 0.09%
15,136
+4,716
131
$3.18M 0.09%
121,029
+5,348
132
$3.15M 0.09%
108,172
-1,929
133
$3.14M 0.09%
8,508
+171
134
$3.09M 0.09%
25,907
+14,180
135
$3.08M 0.09%
123,784
-1,322
136
$3.07M 0.09%
12,537
+7,107
137
$3.01M 0.09%
79,073
-802
138
$2.87M 0.08%
7,078
+6,358
139
$2.82M 0.08%
46,846
+12,847
140
$2.82M 0.08%
28,743
+3,413
141
$2.8M 0.08%
54,937
+12,937
142
$2.74M 0.08%
9,186
-719
143
$2.72M 0.08%
47,030
+2,790
144
$2.68M 0.08%
38,779
+15,062
145
$2.66M 0.08%
8,554
+325
146
$2.65M 0.08%
15,631
-73
147
$2.57M 0.08%
12,420
+285
148
$2.55M 0.07%
36,707
+9,569
149
$2.54M 0.07%
23,130
+8,675
150
$2.5M 0.07%
13,339
-1,239
4 5
6
7 8