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
$246M
AUM Growth
-$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$294K
2
+$162K
3
+$55.7K
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$45K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$20.3K

Top Sells

1
+$2.19M
2
+$1.07M
3
+$421K
4
AAPL icon
Apple
AAPL
+$265K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$217K

Sector Composition

1 Technology 4.23%
2 Consumer Discretionary 2.14%
3 Industrials 1.52%
4 Financials 1.25%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
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