FWM

FSA Wealth Management Portfolio holdings

AUM $273M
1-Year Est. Return 16.98%
This Quarter Est. Return
1 Year Est. Return
+16.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
643
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$958K
3
+$387K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$334K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$300K

Top Sells

1
+$195K
2
+$184K
3
+$76.4K
4
TSLA icon
Tesla
TSLA
+$75.1K
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$70.8K

Sector Composition

1 Technology 3.94%
2 Industrials 1.59%
3 Consumer Discretionary 1.47%
4 Financials 1.2%
5 Healthcare 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$78.7K 0.03%
156
+30
102
$78.4K 0.03%
1,925
+22
103
$77.8K 0.03%
426
+1
104
$77.4K 0.03%
800
105
$76.6K 0.03%
500
106
$75.3K 0.03%
381
+1
107
$75.1K 0.03%
129
108
$74.2K 0.03%
344
109
$73.9K 0.03%
900
110
$73.4K 0.03%
132
111
$73.1K 0.03%
12,000
112
$71.2K 0.03%
1,644
113
$71.1K 0.03%
749
114
$70.8K 0.03%
578
115
$70K 0.03%
803
116
$69.5K 0.03%
1,348
-64
117
$69.3K 0.03%
5,700
118
$67K 0.03%
4,676
+181
119
$66K 0.03%
1,105
120
$63.8K 0.03%
4,911
+120
121
$62.6K 0.03%
557
122
$62.2K 0.03%
128
123
$62K 0.03%
291
+41
124
$61.7K 0.03%
483
125
$61.7K 0.03%
338
+1
3 4
5
6 7