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
276
$15.5K 0.01%
93
277
$15.3K 0.01%
240
278
$15.2K 0.01%
112
279
$15.2K 0.01%
18
280
$15.1K 0.01%
140
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$14.9K 0.01%
80
282
$14.7K 0.01%
200
283
$14.6K 0.01%
100
284
$14.4K 0.01%
165
285
$14.4K 0.01%
250
286
$14.1K 0.01%
150
287
$14.1K 0.01%
61
288
$13.9K 0.01%
200
289
$13.9K 0.01%
200
-515
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$13.3K 0.01%
136
291
$13.3K 0.01%
258
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$13.3K 0.01%
100
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$13.2K 0.01%
30
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$13.1K 0.01%
500
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$12.7K 0.01%
123
+1
296
$12.6K 0.01%
50
297
$12.6K 0.01%
68
298
$12.6K 0.01%
100
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$12.4K 0.01%
136
300
$12.3K 0.01%
260