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
$147M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Sells

1 +$2.78M
2 +$413K
3 +$251K
4
HD icon
Home Depot
HD
+$169K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$148K

Sector Composition

1 Technology 3.88%
2 Healthcare 2.11%
3 Industrials 1.52%
4 Consumer Discretionary 1.33%
5 Financials 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$7K ﹤0.01%
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+500
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$5K ﹤0.01%
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$5K ﹤0.01%
75