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
151
$2.47M 0.06%
8,103
-2,315
152
$2.38M 0.05%
39,909
-1,273
153
– –
-90,841
154
$2.35M 0.05%
5,006
-39
155
$2.35M 0.05%
60,896
-4,360
156
$2.29M 0.05%
24,239
+4,670
157
$2.17M 0.05%
16,921
-152
158
$2.16M 0.05%
5,106
-1,639
159
$2.13M 0.05%
21,589
+33
160
$2.12M 0.05%
3,421
-4
161
$2.08M 0.05%
10,062
+74
162
$2M 0.05%
8,948
-2,057
163
$1.98M 0.05%
+22,004
164
$1.97M 0.05%
21,545
+108
165
$1.96M 0.05%
42,884
+25,274
166
$1.96M 0.05%
22,246
-1,611
167
$1.94M 0.04%
63,142
-9,372
168
$1.94M 0.04%
18,686
+255
169
$1.92M 0.04%
50,780
-7,285
170
$1.9M 0.04%
3,245
+168
171
$1.88M 0.04%
9,986
-1,762
172
$1.84M 0.04%
63,678
-15,975
173
$1.84M 0.04%
22,336
+705
174
$1.83M 0.04%
30,853
-19
175
$1.83M 0.04%
51,937
-3,699
5 6
7
8 9