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
$673M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$12.2M
3
+$6.38M
4
KE
Kimball Electronics
KE
+$5.67M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.24M

Top Sells

1
+$14.2M
2
+$9.24M
3
+$7.42M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$3.54M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.5M

Sector Composition

1 Technology 5.73%
2 Consumer Discretionary 3.4%
3 Consumer Staples 3.25%
4 Industrials 3.17%
5 Healthcare 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$269K 0.04%
2,993
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152
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153
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162
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164
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165
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