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
$250M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$58.3M
2
+$48.4M
3
+$26.4M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$16.4M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$15.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.27%
2 Consumer Discretionary 1.88%
3 Industrials 1.59%
4 Financials 1.22%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.96K ﹤0.01%
+117
452
$2.95K ﹤0.01%
+85
453
$2.92K ﹤0.01%
+72
454
$2.91K ﹤0.01%
+47
455
$2.91K ﹤0.01%
+67
456
$2.81K ﹤0.01%
+87
457
$2.75K ﹤0.01%
+750
458
$2.72K ﹤0.01%
+124
459
$2.72K ﹤0.01%
+18
460
$2.71K ﹤0.01%
+66
461
$2.7K ﹤0.01%
+60
462
$2.68K ﹤0.01%
+9
463
$2.68K ﹤0.01%
+20
464
$2.66K ﹤0.01%
+87
465
$2.65K ﹤0.01%
+62
466
$2.64K ﹤0.01%
+94
467
$2.63K ﹤0.01%
+113
468
$2.63K ﹤0.01%
+25
469
$2.61K ﹤0.01%
+16
470
$2.51K ﹤0.01%
+44
471
$2.48K ﹤0.01%
+9
472
$2.48K ﹤0.01%
+28
473
$2.45K ﹤0.01%
+26
474
$2.44K ﹤0.01%
+25
475
$2.42K ﹤0.01%
+63
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