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
401
$6.39K ﹤0.01%
25
402
$6.38K ﹤0.01%
348
403
$6.31K ﹤0.01%
112
+1
404
$6.3K ﹤0.01%
35
405
$6.27K ﹤0.01%
146
406
$6.26K ﹤0.01%
116
407
$6.25K ﹤0.01%
48
408
$6.23K ﹤0.01%
85
409
$6.22K ﹤0.01%
75
410
$6.03K ﹤0.01%
64
411
$6.03K ﹤0.01%
100
412
$5.99K ﹤0.01%
+600
413
$5.94K ﹤0.01%
45
414
$5.9K ﹤0.01%
140
+92
415
$5.89K ﹤0.01%
25
416
$5.88K ﹤0.01%
338
+6
417
$5.78K ﹤0.01%
45
418
$5.78K ﹤0.01%
62
419
$5.72K ﹤0.01%
67
420
$5.69K ﹤0.01%
57
421
$5.55K ﹤0.01%
+244
422
$5.54K ﹤0.01%
36
423
$5.54K ﹤0.01%
500
424
$5.48K ﹤0.01%
196
+2
425
$5.46K ﹤0.01%
+20