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
176
$327K 0.04%
+3,699
177
$322K 0.04%
3,654
178
$320K 0.04%
2,653
+196
179
$320K 0.04%
3,997
-4,671
180
$319K 0.04%
7,851
-497
181
$312K 0.03%
5,766
+109
182
$309K 0.03%
2,296
-459
183
$309K 0.03%
4,005
-3,329
184
$307K 0.03%
3,963
-143
185
$307K 0.03%
2,112
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186
$307K 0.03%
3,008
+98
187
$306K 0.03%
167
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188
$305K 0.03%
3,966
+270
189
$305K 0.03%
1,285
+27
190
$301K 0.03%
7,538
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191
$289K 0.03%
7,108
+104
192
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193
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2,577
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194
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7,380
-40
195
$280K 0.03%
2,444
-42
196
$275K 0.03%
1,192
197
$274K 0.03%
2,074
-55
198
$264K 0.03%
+2,689
199
$260K 0.03%
4,845
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200
$256K 0.03%
4,068
+343
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