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
326
$9.46K ﹤0.01%
3
-2
327
$9.42K ﹤0.01%
61
328
$9.17K ﹤0.01%
11
329
$9.17K ﹤0.01%
36
330
$9.1K ﹤0.01%
229
+1
331
$9.06K ﹤0.01%
+442
332
$9.06K ﹤0.01%
98
333
$9.02K ﹤0.01%
173
334
$9.02K ﹤0.01%
26
335
$9K ﹤0.01%
2,000
+1,700
336
$8.92K ﹤0.01%
85
337
$8.89K ﹤0.01%
300
338
$8.89K ﹤0.01%
99
339
$8.87K ﹤0.01%
500
340
$8.82K ﹤0.01%
200
341
$8.81K ﹤0.01%
100
342
$8.79K ﹤0.01%
1,400
343
$8.72K ﹤0.01%
28
344
$8.71K ﹤0.01%
90
345
$8.67K ﹤0.01%
+62
346
$8.65K ﹤0.01%
42
347
$8.62K ﹤0.01%
1,012
348
$8.53K ﹤0.01%
+43
349
$8.33K ﹤0.01%
501
-450
350
$8.28K ﹤0.01%
91