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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
451
$4K ﹤0.01%
+200
452
$4K ﹤0.01%
+124
453
$4K ﹤0.01%
+180
454
$4K ﹤0.01%
+19
455
$4K ﹤0.01%
+3
456
$4K ﹤0.01%
+217
457
$4K ﹤0.01%
+100
458
$4K ﹤0.01%
+31
459
$4K ﹤0.01%
+143
460
$4K ﹤0.01%
+26
461
$4K ﹤0.01%
+5
462
$4K ﹤0.01%
+24
463
$4K ﹤0.01%
+45
464
$4K ﹤0.01%
+90
465
$4K ﹤0.01%
+83
466
$4K ﹤0.01%
+357
467
$4K ﹤0.01%
+44
468
$4K ﹤0.01%
+57
469
$3K ﹤0.01%
+23
470
$3K ﹤0.01%
+13
471
$3K ﹤0.01%
+30
472
$3K ﹤0.01%
+100
473
$3K ﹤0.01%
+39
474
$3K ﹤0.01%
+100
475
$3K ﹤0.01%
+72
17 18
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