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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
551
$1K ﹤0.01%
+100
552
$1K ﹤0.01%
+11
553
$1K ﹤0.01%
+19
554
$1K ﹤0.01%
+4
555
$1K ﹤0.01%
+5
556
$1K ﹤0.01%
+536
557
$1K ﹤0.01%
+13
558
$1K ﹤0.01%
+62
559
$1K ﹤0.01%
+14
560
$1K ﹤0.01%
+28
561
$1K ﹤0.01%
+31
562
$1K ﹤0.01%
+70
563
$1K ﹤0.01%
+45
564
$1K ﹤0.01%
+10
565
$0 ﹤0.01%
+2
566
$0 ﹤0.01%
+1
567
$0 ﹤0.01%
+2
568
$0 ﹤0.01%
+4
569
$0 ﹤0.01%
+1
570
$0 ﹤0.01%
+4
571
$0 ﹤0.01%
+2
572
– –
-3,111
573
$0 ﹤0.01%
+45
574
$0 ﹤0.01%
+300
575
$0 ﹤0.01%
+3
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