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
$250M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1 +$58.3M
2 +$48.4M
3 +$26.4M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$16.4M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$15.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.27%
2 Consumer Discretionary 1.88%
3 Industrials 1.59%
4 Financials 1.22%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$22.1K 0.01%
+61
227
$22.1K 0.01%
+2,674
228
$22K 0.01%
+263
229
$22K 0.01%
+1,000
230
$21.9K 0.01%
+46
231
$21.6K 0.01%
+400
232
$21.5K 0.01%
+342
233
$21.5K 0.01%
+245
234
$21.2K 0.01%
+470
235
$21.1K 0.01%
+148
236
$21K 0.01%
+363
237
$21K 0.01%
+90
238
$20.7K 0.01%
+881
239
$20.5K 0.01%
+1,109
240
$20.4K 0.01%
+330
241
$20.4K 0.01%
+1,140
242
$19.8K 0.01%
+169
243
$19.5K 0.01%
+181
244
$19.5K 0.01%
+112
245
$19.3K 0.01%
+230
246
$19.2K 0.01%
+81
247
$18.8K 0.01%
+250
248
$18.6K 0.01%
+38
249
$18.4K 0.01%
+607
250
$18.3K 0.01%
+176