FWA

FSC Wealth Advisors Portfolio holdings

AUM $173M
1-Year Est. Return 16.53%
This Quarter Est. Return
1 Year Est. Return
+16.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$6.46M
3
+$6.36M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.18M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.72M

Top Sells

1
+$6.38M
2
+$6.1M
3
+$6.08M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.79M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.79M

Sector Composition

1 Technology 3.51%
2 Healthcare 1.57%
3 Communication Services 1%
4 Consumer Discretionary 0.76%
5 Financials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.43K ﹤0.01%
79
227
$6.34K ﹤0.01%
+400
228
$6.27K ﹤0.01%
314
229
$6.17K ﹤0.01%
333
230
$6.09K ﹤0.01%
500
231
$6.06K ﹤0.01%
+400
232
$6.02K ﹤0.01%
+100
233
$6.01K ﹤0.01%
+300
234
$5.87K ﹤0.01%
+250
235
$5.8K ﹤0.01%
54
236
$5.65K ﹤0.01%
79
237
$5.41K ﹤0.01%
+50
238
$5.38K ﹤0.01%
+160
239
$5.27K ﹤0.01%
+200
240
$5.06K ﹤0.01%
467
241
$5.01K ﹤0.01%
+400
242
$4.91K ﹤0.01%
+227
243
$4.76K ﹤0.01%
+185
244
$4.63K ﹤0.01%
+224
245
$4.55K ﹤0.01%
269
-169
246
$4.48K ﹤0.01%
124
247
$4.45K ﹤0.01%
+45
248
$4.32K ﹤0.01%
+100
249
$4.2K ﹤0.01%
+400
250
$3.99K ﹤0.01%
2,750
8 9
10
11 12