FWM
FSA Wealth Management Portfolio holdings
AUM
$256M
1-Year Return
15.96%
This Quarter Return
+7.06%
1 Year Return
+15.96%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$250M
AUM Growth
–
Cap. Flow
+$250M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
81.89%
Holding
561
New
561
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$58.3M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$48.4M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$26.4M |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$16.4M |
| 5 |
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% |
