FWM

FSA Wealth Management Portfolio holdings

AUM $273M
1-Year Est. Return 16.98%
This Quarter Est. Return
1 Year Est. Return
+16.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
643
New
Increased
Reduced
Closed

Top Sells

1 +$195K
2 +$184K
3 +$76.4K
4
TSLA icon
Tesla
TSLA
+$75.1K
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$70.8K

Sector Composition

1 Technology 3.94%
2 Industrials 1.59%
3 Consumer Discretionary 1.47%
4 Financials 1.2%
5 Healthcare 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$23.9K 0.01%
138
227
$23.5K 0.01%
94
228
$23.4K 0.01%
122
229
$23.3K 0.01%
2,674
-6
230
$23.3K 0.01%
+950
231
$23K 0.01%
140
232
$22.9K 0.01%
242
+1
233
$22.7K 0.01%
64
234
$22.4K 0.01%
+886
235
$22.1K 0.01%
532
236
$21.8K 0.01%
61
237
$21.7K 0.01%
+613
238
$21.4K 0.01%
46
239
$21.2K 0.01%
239
240
$21.1K 0.01%
363
241
$21K 0.01%
263
242
$20.7K 0.01%
400
243
$20.5K 0.01%
89
244
$20.5K 0.01%
353
245
$20.5K 0.01%
81
246
$20.5K 0.01%
2,000
247
$20.1K 0.01%
881
248
$19.9K 0.01%
466
-2
249
$19.6K 0.01%
1,140
+240
250
$19.6K 0.01%
585