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
301
$12.3K 0.01%
89
302
$12.2K 0.01%
54
303
$12.1K 0.01%
312
304
$11.9K 0.01%
248
305
$11.8K 0.01%
664
306
$11.8K 0.01%
588
307
$11.7K 0.01%
100
308
$11.5K 0.01%
205
-545
309
$11.4K 0.01%
150
310
$11.3K ﹤0.01%
544
+3
311
$11K ﹤0.01%
140
312
$10.9K ﹤0.01%
100
313
$10.7K ﹤0.01%
150
314
$10.7K ﹤0.01%
100
315
$10.6K ﹤0.01%
592
316
$10.6K ﹤0.01%
288
317
$10.4K ﹤0.01%
160
318
$10.4K ﹤0.01%
200
319
$10.3K ﹤0.01%
80
320
$10.2K ﹤0.01%
+1,980
321
$10.2K ﹤0.01%
100
322
$10.1K ﹤0.01%
200
323
$9.68K ﹤0.01%
2,666
324
$9.57K ﹤0.01%
58
325
$9.54K ﹤0.01%
73