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
251
$19.2K 0.01%
250
252
$18.8K 0.01%
69
+26
253
$18.7K 0.01%
169
254
$18.6K 0.01%
181
255
$18.6K 0.01%
85
256
$18.5K 0.01%
2,480
257
$18.2K 0.01%
1,109
258
$18.1K 0.01%
72
259
$17.6K 0.01%
330
260
$17.5K 0.01%
604
+1
261
$17.2K 0.01%
200
262
$17.1K 0.01%
418
263
$16.9K 0.01%
150
264
$16.8K 0.01%
302
+3
265
$16.7K 0.01%
282
266
$16.7K 0.01%
196
267
$16.6K 0.01%
800
268
$16.1K 0.01%
37
269
$16.1K 0.01%
375
-1,650
270
$16K 0.01%
1,258
271
$15.9K 0.01%
400
272
$15.7K 0.01%
1,000
273
$15.7K 0.01%
975
+130
274
$15.6K 0.01%
437
+8
275
$15.6K 0.01%
101