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 Buys

1
+$1.28M
2
+$958K
3
+$387K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$334K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$300K

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
351
$8.24K ﹤0.01%
850
352
$8.24K ﹤0.01%
196
353
$8.23K ﹤0.01%
31
354
$8.2K ﹤0.01%
167
355
$8.14K ﹤0.01%
1,158
+31
356
$8.14K ﹤0.01%
41
357
$8.1K ﹤0.01%
399
-314
358
$8K ﹤0.01%
14
359
$7.97K ﹤0.01%
29
360
$7.94K ﹤0.01%
19
361
$7.94K ﹤0.01%
52
362
$7.92K ﹤0.01%
100
363
$7.82K ﹤0.01%
50
364
$7.73K ﹤0.01%
60
+1
365
$7.72K ﹤0.01%
+100
366
$7.64K ﹤0.01%
132
367
$7.62K ﹤0.01%
53
368
$7.62K ﹤0.01%
+292
369
$7.49K ﹤0.01%
212
370
$7.31K ﹤0.01%
+174
371
$7.25K ﹤0.01%
34
372
$7.24K ﹤0.01%
40
-60
373
$7.24K ﹤0.01%
49
374
$7.22K ﹤0.01%
27
375
$7.2K ﹤0.01%
157
+1
13 14
15
16 17