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
476
$2.41K ﹤0.01%
+14
477
$2.4K ﹤0.01%
+119
478
$2.39K ﹤0.01%
+68
479
$2.35K ﹤0.01%
+75
480
$2.35K ﹤0.01%
+61
481
$2.33K ﹤0.01%
+29
482
$2.27K ﹤0.01%
+35
483
$2.23K ﹤0.01%
+67
484
$2.2K ﹤0.01%
+8
485
$2.19K ﹤0.01%
+26
486
$2.15K ﹤0.01%
+9
487
$2.13K ﹤0.01%
+4
488
$2.11K ﹤0.01%
+199
489
$2.08K ﹤0.01%
+33
490
$2.05K ﹤0.01%
+500
491
$2.03K ﹤0.01%
+13
492
$2.03K ﹤0.01%
+14
493
$2.01K ﹤0.01%
+6
494
$1.97K ﹤0.01%
+88
495
$1.97K ﹤0.01%
+112
496
$1.92K ﹤0.01%
+17
497
$1.82K ﹤0.01%
+34
498
$1.8K ﹤0.01%
+100
499
$1.78K ﹤0.01%
+33
500
$1.7K ﹤0.01%
+85
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