FMWA

Forvis Mazars Wealth Advisors Portfolio holdings

AUM $4.64B
1-Year Est. Return 13.39%
This Quarter Est. Return
1 Year Est. Return
+13.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.01B
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$8.97M
3
+$5.25M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$5.01M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.27M

Top Sells

1
+$9.89M
2
+$7.65M
3
+$5.67M
4
AMZN icon
Amazon
AMZN
+$4.39M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.14M

Sector Composition

1 Technology 4.89%
2 Healthcare 2.57%
3 Financials 2.35%
4 Industrials 1.74%
5 Consumer Staples 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$383K 0.02%
+2,167
202
$377K 0.02%
1,755
203
$376K 0.02%
2,071
-729
204
$370K 0.02%
5,790
-1,015
205
$363K 0.02%
1,638
-1,675
206
$359K 0.02%
3,074
-718
207
$354K 0.02%
5,942
-445
208
$354K 0.02%
18,810
+72
209
$348K 0.02%
5,943
-11,490
210
$347K 0.02%
730
-2,582
211
$345K 0.02%
8,437
-379
212
$344K 0.02%
25,063
-1,000
213
$340K 0.02%
1,368
-3,692
214
$333K 0.02%
2,594
-617
215
$325K 0.02%
993
-674
216
$324K 0.02%
5,011
-4,213
217
$323K 0.02%
1,603
-242
218
$316K 0.02%
1,241
-1,382
219
$314K 0.02%
4,133
-1,573
220
$313K 0.02%
1,658
-2,664
221
$310K 0.02%
3,631
-19
222
$306K 0.02%
1,093
-368
223
$304K 0.02%
920
224
$300K 0.01%
3,684
-676
225
$298K 0.01%
6,799
7 8
9
10 11