FWM
FSA Wealth Management Portfolio holdings
AUM
$256M
1-Year Return
15.96%
This Quarter Return
-3.32%
1 Year Return
+15.96%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$236M
AUM Growth
-$10.7M
(-4.4%)
Cap. Flow
+$24.1K
Cap. Flow
% of AUM
0.01%
Top 10 Holdings %
Top 10 Hldgs %
82.32%
Holding
569
New
–
Increased
122
Reduced
60
Closed
59
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$6.09M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$1.34M |
| 3 |
Vanguard Utilities ETF
VPU
|
$1.1M |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
$324K |
| 5 |
Apple
AAPL
|
$301K |
Top Sells
Sector Composition
| 1 | Technology | 4.18% |
| 2 | Industrials | 1.63% |
| 3 | Consumer Discretionary | 1.52% |
| 4 | Financials | 1.36% |
| 5 | Healthcare | 0.99% |
