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
$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
276
$14.1K 0.01%
+30
277
$13.9K 0.01%
+123
278
$13.9K 0.01%
+258
279
$13.8K 0.01%
+136
280
$13.4K 0.01%
+664
281
$13.4K 0.01%
+2,000
282
$13.3K 0.01%
+545
283
$12.6K 0.01%
+248
284
$12.4K 0.01%
+89
285
$12.3K ﹤0.01%
+260
286
$12.2K ﹤0.01%
+1,182
287
$12K ﹤0.01%
+590
288
$12K ﹤0.01%
+91
289
$12K ﹤0.01%
+1,184
290
$11.9K ﹤0.01%
+592
291
$11.7K ﹤0.01%
+450
292
$11.6K ﹤0.01%
+41
293
$11.5K ﹤0.01%
+100
294
$11.5K ﹤0.01%
+400
295
$11.1K ﹤0.01%
+288
296
$11K ﹤0.01%
+100
297
$10.9K ﹤0.01%
+200
298
$10.8K ﹤0.01%
+187
299
$10.6K ﹤0.01%
+167
300
$10.5K ﹤0.01%
+140
10 11
12
13 14