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Stock index based on fund manager consensus updated each quarter
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FPWM
FSB Premier Wealth Management’s
State Street SPDR S&P International Small Cap ETF
GWX
Stock Holding History
FSB Premier Wealth Management’s Portfolio
GWX Stock Details
GWX Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$853K
Sell
20,201
-1,387
-6%
-$60.4K
0.27%
94
2025
Q4
$882K
Sell
21,588
-200
-0.9%
-$8.04K
0.28%
90
2025
Q3
$875K
Sell
21,788
-867
-4%
-$33.6K
0.29%
93
2025
Q2
$842K
Sell
22,655
-312
-1%
-$10.7K
0.3%
89
2025
Q1
$734K
Sell
22,967
-344
-1%
-$11K
0.29%
98
2024
Q4
$722K
Sell
23,311
-15
-0.1%
-$484
0.29%
89
2024
Q3
$796K
Buy
23,326
+1,125
+5%
+$36.7K
0.33%
80
2024
Q2
$705K
Buy
22,201
+93
+0.4%
+$2.98K
0.32%
76
2024
Q1
$718K
Sell
22,108
-257
-1%
-$8.03K
0.33%
69
2023
Q4
$710K
Buy
22,365
+238
+1%
+$6.98K
0.36%
63
2023
Q3
$645K
Buy
22,127
+351
+2%
+$10.7K
0.36%
65
2023
Q2
$664K
Buy
21,776
+101
+0.5%
+$3.13K
0.36%
60
2023
Q1
$671K
Buy
21,675
+738
+4%
+$22.8K
0.37%
58
2022
Q4
$616K
Sell
20,937
-57
-0.3%
-$1.61K
0.34%
64
2022
Q3
$547K
Buy
20,994
+1,562
+8%
+$45.8K
0.32%
65
2022
Q2
$562K
Sell
19,432
-169
-0.9%
-$5.42K
0.31%
67
2022
Q1
$643K
Sell
19,601
-124
-0.6%
-$4.38K
0.32%
63
2021
Q4
$745K
Buy
19,725
+362
+2%
+$13.9K
0.31%
56
2021
Q3
$745K
Buy
19,363
+17
+0.1%
+$664
0.37%
47
2021
Q2
$747K
Sell
19,346
-668
-3%
-$26K
0.38%
43
2021
Q1
$747K
Sell
20,014
-5,620
-22%
-$207K
0.4%
47
2020
Q4
$907K
Buy
+25,634
New
+$835K
0.49%
43
Other funds holding GWX
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Envestnet Portfolio Solutions
Chicago, Illinois
$18.1B AUM
15%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
WSFS
Wilmington Savings Fund Society
Wilmington, Delaware
$4.2B AUM
18.37%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services
New York
$26B AUM
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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