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
$250M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1 +$58.3M
2 +$48.4M
3 +$26.4M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$16.4M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$15.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.27%
2 Consumer Discretionary 1.88%
3 Industrials 1.59%
4 Financials 1.22%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$30K 0.01%
+2,642
202
$28.8K 0.01%
+64
203
$28.6K 0.01%
+200
204
$28.4K 0.01%
+353
205
$27.9K 0.01%
+3,000
206
$27.9K 0.01%
+139
207
$27.3K 0.01%
+200
208
$27.1K 0.01%
+574
209
$27.1K 0.01%
+200
210
$27K 0.01%
+140
211
$26.3K 0.01%
+25
212
$26.3K 0.01%
+1,583
213
$26.2K 0.01%
+138
214
$25.8K 0.01%
+400
215
$25.6K 0.01%
+200
216
$25.6K 0.01%
+27
217
$25.3K 0.01%
+50
218
$24.9K 0.01%
+600
219
$24.7K 0.01%
+300
220
$24.7K 0.01%
+123
221
$23.7K 0.01%
+117
222
$23.7K 0.01%
+532
223
$23.1K 0.01%
+100
224
$22.4K 0.01%
+82
225
$22.2K 0.01%
+377