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 Buys

1
+$1.28M
2
+$958K
3
+$387K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$334K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$300K

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
451
$4.68K ﹤0.01%
24
452
$4.61K ﹤0.01%
600
+90
453
$4.48K ﹤0.01%
64
454
$4.46K ﹤0.01%
30
455
$4.45K ﹤0.01%
39
456
$4.43K ﹤0.01%
386
457
$4.42K ﹤0.01%
33
-570
458
$4.4K ﹤0.01%
26
459
$4.34K ﹤0.01%
48
460
$4.33K ﹤0.01%
57
461
$4.28K ﹤0.01%
125
+1
462
$4.27K ﹤0.01%
357
463
$4.25K ﹤0.01%
218
+1
464
$4.2K ﹤0.01%
44
465
$4.13K ﹤0.01%
25
466
$4.07K ﹤0.01%
+181
467
$4.05K ﹤0.01%
19
468
$4K ﹤0.01%
45
469
$3.99K ﹤0.01%
3
470
$3.98K ﹤0.01%
152
+1
471
$3.92K ﹤0.01%
180
472
$3.85K ﹤0.01%
23
473
$3.81K ﹤0.01%
31
474
$3.79K ﹤0.01%
39
475
$3.71K ﹤0.01%
16
17 18
19
20 21