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
$236M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$1.34M
3
+$1.1M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$324K
5
AAPL icon
Apple
AAPL
+$301K

Top Sells

1
+$4.87M
2
+$2.03M
3
+$1.12M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$538K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$230K

Sector Composition

1 Technology 4.18%
2 Industrials 1.63%
3 Consumer Discretionary 1.52%
4 Financials 1.36%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19.2K 0.01%
909
-200
227
$18.6K 0.01%
112
228
$18.6K 0.01%
102
229
$18.2K 0.01%
250
230
$17.8K 0.01%
312
231
$17.8K 0.01%
309
-266
232
$17.7K 0.01%
609
+1
233
$17.5K 0.01%
32
234
$17.3K 0.01%
73
+1
235
$17.1K 0.01%
118
236
$16.9K 0.01%
101
+1
237
$16.5K 0.01%
282
238
$16.5K 0.01%
166
-263
239
$16.5K 0.01%
435
240
$16K 0.01%
144
241
$15.9K 0.01%
1,258
242
$15.8K 0.01%
196
-1,675
243
$15.6K 0.01%
62
+1
244
$15.3K 0.01%
19
245
$15.2K 0.01%
80
246
$15K 0.01%
1,100
+100
247
$14.5K 0.01%
30
248
$14.3K 0.01%
81
249
$14K 0.01%
144
-37
250
$14K 0.01%
89
-883
8 9
10
11 12