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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
526
$2K ﹤0.01%
+228
527
$2K ﹤0.01%
+130
528
$2K ﹤0.01%
+112
529
$2K ﹤0.01%
+25
530
$2K ﹤0.01%
+33
531
$2K ﹤0.01%
+230
532
$2K ﹤0.01%
+397
533
$2K ﹤0.01%
+136
534
$2K ﹤0.01%
+45
535
$2K ﹤0.01%
+13
536
$2K ﹤0.01%
+9
537
$1K ﹤0.01%
+14
538
$1K ﹤0.01%
+21
539
$1K ﹤0.01%
+23
540
$1K ﹤0.01%
+14
541
$1K ﹤0.01%
+71
542
$1K ﹤0.01%
+63
543
$1K ﹤0.01%
+13
544
$1K ﹤0.01%
+20
545
$1K ﹤0.01%
+7
546
$1K ﹤0.01%
+42
547
$1K ﹤0.01%
+35
548
$1K ﹤0.01%
+26
549
$1K ﹤0.01%
+17
550
$1K ﹤0.01%
+40
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