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
$211M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Sells

1 +$1.18M
2 +$322K
3 +$250K
4
EPD icon
Enterprise Products Partners
EPD
+$207K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$190K

Sector Composition

1 Technology 4.17%
2 Consumer Discretionary 2.08%
3 Industrials 1.58%
4 Financials 1.21%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$9K ﹤0.01%
+300
327
$9K ﹤0.01%
+61
328
$9K ﹤0.01%
+314
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+100
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$9K ﹤0.01%
+1,400
335
$9K ﹤0.01%
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+100
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+500
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+31
348
$8K ﹤0.01%
+200
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$8K ﹤0.01%
+50
350
$8K ﹤0.01%
+36