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
201
$280K 0.03%
2,069
-23
202
$280K 0.03%
2,897
-944
203
$275K 0.03%
4,892
-368
204
$274K 0.03%
771
205
$266K 0.03%
397
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206
$263K 0.03%
5,713
207
$249K 0.02%
2,713
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208
$243K 0.02%
5,646
+57
209
$238K 0.02%
40,200
-720
210
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+265
211
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1,684
+34
212
$230K 0.02%
8,321
-1,105
213
$230K 0.02%
+2,750
214
$229K 0.02%
1,690
-1,799
215
$225K 0.02%
3,760
-56
216
$225K 0.02%
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217
$224K 0.02%
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218
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219
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1,070
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220
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428
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221
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2,638
-1,128
222
$207K 0.02%
+1,876
223
$207K 0.02%
1,075
+91
224
$205K 0.02%
2,590
-2,213
225
$205K 0.02%
2,411
-102
6 7 8
9
10