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
$200M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4%
2 Consumer Discretionary 2.44%
3 Healthcare 1.5%
4 Industrials 1.37%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$26K 0.01%
+467
177
$26K 0.01%
+486
178
$26K 0.01%
+1,600
179
$26K 0.01%
+2,000
180
$25K 0.01%
+50
181
$25K 0.01%
+325
182
$24K 0.01%
+200
183
$24K 0.01%
+218
184
$24K 0.01%
+296
185
$24K 0.01%
+1,767
186
$24K 0.01%
+1,900
187
$24K 0.01%
+350
188
$24K 0.01%
+800
189
$23K 0.01%
+350
190
$23K 0.01%
+392
191
$23K 0.01%
+200
192
$23K 0.01%
+1,145
193
$23K 0.01%
+800
194
$22K 0.01%
+675
195
$22K 0.01%
+5,450
196
$21K 0.01%
+500
197
$21K 0.01%
+833
198
$21K 0.01%
+50
199
$21K 0.01%
+2,800
200
$21K 0.01%
+275