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
$718M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$40.7M
2 +$8.69M
3 +$6.59M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.85M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.3M

Top Sells

1 +$11M
2 +$8.7M
3 +$6.76M
4
KE
Kimball Electronics
KE
+$5.98M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.65M

Sector Composition

1 Technology 5.86%
2 Consumer Discretionary 3.26%
3 Consumer Staples 2.98%
4 Healthcare 2.71%
5 Financials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-593,614