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 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
126
$61.7K 0.03%
270
+269
127
$61.6K 0.03%
226
128
$61.5K 0.03%
558
+4
129
$61.4K 0.03%
147
130
$61.3K 0.03%
447
131
$60.9K 0.03%
2,500
132
$59.5K 0.03%
240
133
$58.3K 0.03%
329
+126
134
$57.9K 0.03%
110
135
$57.7K 0.03%
667
-31
136
$57.6K 0.03%
+2,562
137
$56.3K 0.02%
142
+1
138
$56.2K 0.02%
925
139
$55.8K 0.02%
161
140
$55.3K 0.02%
243
141
$55.1K 0.02%
1,103
142
$54.3K 0.02%
464
143
$53.2K 0.02%
+1,166
144
$52.8K 0.02%
310
+20
145
$52.8K 0.02%
355
146
$52K 0.02%
897
147
$51.8K 0.02%
180
148
$50.8K 0.02%
14
149
$50.6K 0.02%
299
150
$50.4K 0.02%
303