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
301
$10.2K ﹤0.01%
+500
302
$10.2K ﹤0.01%
+73
303
$10.2K ﹤0.01%
+1,000
304
$10.1K ﹤0.01%
+200
305
$10.1K ﹤0.01%
+196
306
$9.77K ﹤0.01%
+250
307
$9.76K ﹤0.01%
+300
308
$9.75K ﹤0.01%
+36
309
$9.72K ﹤0.01%
+412
310
$9.45K ﹤0.01%
+131
311
$9.43K ﹤0.01%
+229
312
$9.4K ﹤0.01%
+101
313
$9.39K ﹤0.01%
+98
314
$9.38K ﹤0.01%
+54
315
$9.37K ﹤0.01%
+42
316
$9.37K ﹤0.01%
+4,780
317
$9.27K ﹤0.01%
+196
318
$9.21K ﹤0.01%
+63
319
$9.06K ﹤0.01%
+399
320
$8.99K ﹤0.01%
+43
321
$8.93K ﹤0.01%
+50
322
$8.84K ﹤0.01%
+19
323
$8.74K ﹤0.01%
+212
324
$8.72K ﹤0.01%
+850
325
$8.62K ﹤0.01%
+84