FWM
FSA Wealth Management Portfolio holdings
AUM
$256M
1-Year Return
15.96%
This Quarter Return
+1.29%
1 Year Return
+15.96%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$246M
AUM Growth
-$3.94M
(-1.6%)
Cap. Flow
-$5.86M
Cap. Flow
% of AUM
-2.38%
Top 10 Holdings %
Top 10 Hldgs %
82.15%
Holding
591
New
30
Increased
89
Reduced
88
Closed
22
Top Buys
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$2.23M |
| 2 |
Tesla
TSLA
|
$1.34M |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$420K |
| 4 |
Apple
AAPL
|
$281K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$210K |
Sector Composition
| 1 | Technology | 4.23% |
| 2 | Consumer Discretionary | 2.14% |
| 3 | Industrials | 1.52% |
| 4 | Financials | 1.25% |
| 5 | Healthcare | 0.88% |
