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
$236M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1
+$51.5M
2
+$1.36M
3
+$1.08M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$525K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$408K

Top Sells

1
+$6.26M
2
+$2.02M
3
+$1.12M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$535K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$303K

Sector Composition

1 Technology 4.18%
2 Industrials 1.63%
3 Consumer Discretionary 1.52%
4 Financials 1.36%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
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