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
201
$31.9K 0.01%
1,450
+3
202
$31.7K 0.01%
526
+79
203
$31.6K 0.01%
532
+2
204
$30.9K 0.01%
629
205
$30.9K 0.01%
+867
206
$30K 0.01%
3,000
207
$29.6K 0.01%
1,518
+1,138
208
$29.1K 0.01%
84
209
$28.4K 0.01%
1,154
-474
210
$27.2K 0.01%
341
+1
211
$27K 0.01%
2,547
+47
212
$27K 0.01%
50
213
$26.6K 0.01%
139
214
$26K 0.01%
54
215
$25.5K 0.01%
443
+1
216
$25.5K 0.01%
3,000
217
$25.3K 0.01%
600
218
$25.2K 0.01%
537
+102
219
$25.2K 0.01%
1,583
220
$25.2K 0.01%
1,300
221
$25.2K 0.01%
200
222
$24.6K 0.01%
574
223
$24.4K 0.01%
421
+29
224
$24.1K 0.01%
117
225
$24.1K 0.01%
552