FWM

FSA Wealth Management Portfolio holdings

AUM $256M
1-Year Est. Return 15.96%
This Quarter Est. Return
1 Year Est. Return
+15.96%
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
551
$213 ﹤0.01%
+4
552
$150 ﹤0.01%
+11
553
$88 ﹤0.01%
+100
554
$63 ﹤0.01%
+4
555
$43 ﹤0.01%
+2
556
$34 ﹤0.01%
+3
557
$32 ﹤0.01%
+2
558
$29 ﹤0.01%
+1
559
$8 ﹤0.01%
+1
560
$7 ﹤0.01%
+5
561
$5 ﹤0.01%
+1