FWM

FSA Wealth Management Portfolio holdings

AUM $256M
1-Year Est. Return 15.96%
This Quarter Est. Return
1 Year Est. Return
+15.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Sells

1 +$1.18M
2 +$322K
3 +$250K
4
EPD icon
Enterprise Products Partners
EPD
+$207K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$190K

Sector Composition

1 Technology 4.17%
2 Consumer Discretionary 2.08%
3 Industrials 1.58%
4 Financials 1.21%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$20K 0.01%
+400
227
$20K 0.01%
+263
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$20K 0.01%
+881
229
$20K 0.01%
+532
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234
$19K 0.01%
+138
235
$19K 0.01%
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236
$19K 0.01%
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237
$19K 0.01%
+363
238
$19K 0.01%
+435
239
$19K 0.01%
+181
240
$19K 0.01%
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$18K 0.01%
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245
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246
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$18K 0.01%
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248
$17K 0.01%
+250
249
$17K 0.01%
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250
$17K 0.01%
+2,000