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
376
$6.17K ﹤0.01%
+62
377
$6.12K ﹤0.01%
+73
378
$6.07K ﹤0.01%
+201
379
$6.06K ﹤0.01%
+48
380
$5.96K ﹤0.01%
+57
381
$5.95K ﹤0.01%
+1,400
382
$5.94K ﹤0.01%
+156
383
$5.89K ﹤0.01%
+3,950
384
$5.81K ﹤0.01%
+35
385
$5.76K ﹤0.01%
+300
386
$5.66K ﹤0.01%
+25
387
$5.62K ﹤0.01%
+51
388
$5.57K ﹤0.01%
+11
389
$5.57K ﹤0.01%
+37
390
$5.53K ﹤0.01%
+125
391
$5.52K ﹤0.01%
+24
392
$5.51K ﹤0.01%
+45
393
$5.5K ﹤0.01%
+24
394
$5.48K ﹤0.01%
+450
395
$5.44K ﹤0.01%
+134
396
$5.35K ﹤0.01%
+62
397
$5.31K ﹤0.01%
+53
398
$5.3K ﹤0.01%
+73
399
$5.24K ﹤0.01%
+467
400
$5.04K ﹤0.01%
+56
14 15
16
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