FWM

FSA Wealth Management Portfolio holdings

AUM $256M
1-Year Est. Return 15.96%
This Quarter Est. Return
1 Year Est. Return
+15.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1 +$22.4M
2 +$20.5M
3 +$17M
4
BND icon
Vanguard Total Bond Market
BND
+$13.6M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.75M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.75%
2 Healthcare 2.5%
3 Financials 2.25%
4 Industrials 1.97%
5 Consumer Staples 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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+27