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
351
$7.36K ﹤0.01%
+58
352
$7.33K ﹤0.01%
+36
353
$7.27K ﹤0.01%
+61
354
$7.18K ﹤0.01%
+200
355
$7.15K ﹤0.01%
+100
356
$7.13K ﹤0.01%
+116
357
$7.09K ﹤0.01%
+14
358
$6.99K ﹤0.01%
+800
359
$6.92K ﹤0.01%
+132
360
$6.86K ﹤0.01%
+26
361
$6.83K ﹤0.01%
+64
362
$6.76K ﹤0.01%
+13
363
$6.71K ﹤0.01%
+60
364
$6.7K ﹤0.01%
+25
365
$6.67K ﹤0.01%
+18
366
$6.63K ﹤0.01%
+112
367
$6.59K ﹤0.01%
+500
368
$6.56K ﹤0.01%
+85
369
$6.55K ﹤0.01%
+67
370
$6.5K ﹤0.01%
+348
371
$6.47K ﹤0.01%
+100
372
$6.44K ﹤0.01%
+218
373
$6.3K ﹤0.01%
+62
374
$6.27K ﹤0.01%
+181
375
$6.23K ﹤0.01%
+35
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