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
$1.03B
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$11.7M
3
+$4.84M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.32M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.84M

Top Sells

1
+$17.8M
2
+$2.39M
3
+$2.03M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$822K
5
GE icon
GE Aerospace
GE
+$804K

Sector Composition

1 Technology 6.73%
2 Healthcare 3.26%
3 Financials 2.98%
4 Industrials 2.75%
5 Consumer Staples 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$371K 0.04%
28,947
177
$369K 0.04%
7,032
+35
178
$364K 0.04%
19,730
179
$362K 0.04%
2,108
-204
180
$361K 0.04%
8,021
181
$355K 0.03%
+3,228
182
$346K 0.03%
4,253
+380
183
$342K 0.03%
3,580
184
$342K 0.03%
14,496
185
$337K 0.03%
7,082
+952
186
$334K 0.03%
+1,369
187
$330K 0.03%
163
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188
$323K 0.03%
2,407
+159
189
$312K 0.03%
+2,414
190
$307K 0.03%
26,900
191
$307K 0.03%
+14,565
192
$306K 0.03%
4,493
-1,894
193
$303K 0.03%
7,730
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194
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1,435
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195
$296K 0.03%
15,694
196
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7,213
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197
$295K 0.03%
3,718
+8
198
$294K 0.03%
2,631
-395
199
$290K 0.03%
+8,135
200
$281K 0.03%
7,305
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