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
151
$402K 0.04%
4,789
+163
152
$400K 0.04%
6,693
+197
153
$396K 0.04%
11,300
154
$396K 0.04%
3,338
-614
155
$390K 0.04%
14,497
+387
156
$389K 0.04%
4,813
+133
157
$386K 0.04%
25,332
-52
158
$385K 0.04%
2,602
-3
159
$385K 0.04%
8,021
160
$383K 0.04%
2,804
-156
161
$382K 0.04%
6,018
-73
162
$374K 0.04%
4,838
-459
163
$369K 0.04%
13,266
+1,131
164
$368K 0.04%
5,580
-136
165
$360K 0.04%
6,202
+399
166
$358K 0.04%
4,350
167
$355K 0.04%
+2,817
168
$354K 0.04%
20,131
-15,109
169
$348K 0.04%
6,526
-143
170
$346K 0.04%
11,846
171
$342K 0.04%
4,478
+540
172
$337K 0.04%
15,530
+707
173
$337K 0.04%
4,057
+525
174
$333K 0.04%
1,074
+88
175
$328K 0.04%
3,017
-455
5 6
7
8 9