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FWM

FSA Wealth Management Portfolio holdings

AUM $273M
1-Year Est. Return 16.98%
This Fund
S&P 500
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 Buys

1
+$243K
2
+$199K
3
+$195K
4
SO icon
Southern Company
SO
+$193K
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$190K

Top Sells

1
+$1.1M
2
+$309K
3
+$250K
4
EPD icon
Enterprise Products Partners
EPD
+$207K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$173K

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
376
$7K ﹤0.01%
+142
377
$7K ﹤0.01%
+156
378
$7K ﹤0.01%
+126
379
$7K ﹤0.01%
+53
380
$7K ﹤0.01%
+29
381
$7K ﹤0.01%
+510
382
$7K ﹤0.01%
+600
383
$7K ﹤0.01%
+10
384
$6K ﹤0.01%
+132
385
$6K ﹤0.01%
+40
386
$6K ﹤0.01%
+85
387
$6K ﹤0.01%
+45
388
$6K ﹤0.01%
+73
389
$6K ﹤0.01%
+3,950
390
$6K ﹤0.01%
+53
391
$6K ﹤0.01%
+48
392
$6K ﹤0.01%
+64
393
$6K ﹤0.01%
+25
394
$6K ﹤0.01%
+94
395
$6K ﹤0.01%
+500
396
$6K ﹤0.01%
+116
397
$6K ﹤0.01%
+153
398
$6K ﹤0.01%
+25
399
$6K ﹤0.01%
+111
400
$6K ﹤0.01%
+332
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