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
126
$3.21M 0.07%
+173,306
127
$3.21M 0.07%
44,514
-2,318
128
$3.19M 0.07%
183,767
129
$3.18M 0.07%
21,223
-265
130
$3.14M 0.07%
90,975
-1,959
131
$3.09M 0.07%
+60,300
132
$3.06M 0.07%
+7,323
133
$3.06M 0.07%
9,436
+65
134
$2.99M 0.07%
169,999
+1,776
135
$2.98M 0.07%
11,547
+217
136
$2.96M 0.07%
10,924
-4,404
137
$2.95M 0.07%
10,594
-513
138
$2.91M 0.07%
36,636
-4,475
139
$2.91M 0.07%
34,380
+163
140
$2.9M 0.07%
11,748
-103
141
$2.87M 0.07%
17,512
+163
142
$2.81M 0.06%
42,550
+2,714
143
$2.8M 0.06%
19,318
-5,090
144
$2.79M 0.06%
16,149
+1,259
145
$2.76M 0.06%
13,789
+39
146
$2.64M 0.06%
9,608
+169
147
$2.64M 0.06%
26,181
-22,620
148
$2.62M 0.06%
11,880
+89
149
$2.61M 0.06%
42,336
-129,350
150
$2.56M 0.06%
22,168
+632
4 5
6
7 8