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
$142M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.48M
3
+$6.36M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.34M

Top Sells

1
+$7.71M
2
+$6.46M
3
+$6.36M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$6.2M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$5.81M

Sector Composition

1 Technology 3.44%
2 Healthcare 1.62%
3 Communication Services 1.03%
4 Financials 0.85%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.5K ﹤0.01%
+100
227
$4.02K ﹤0.01%
55
228
$3.94K ﹤0.01%
68
229
$3.91K ﹤0.01%
78
230
$3.88K ﹤0.01%
28
231
$3.83K ﹤0.01%
76
232
$3.4K ﹤0.01%
269
233
$3.11K ﹤0.01%
+79
234
$2.94K ﹤0.01%
82
235
$2.74K ﹤0.01%
250
236
$2.65K ﹤0.01%
134
237
$2.34K ﹤0.01%
11
238
$2.06K ﹤0.01%
+35
239
$1.71K ﹤0.01%
145
240
$1.5K ﹤0.01%
6
241
$1.27K ﹤0.01%
79
242
$1.25K ﹤0.01%
44
+22
243
$1.11K ﹤0.01%
28
244
$1.02K ﹤0.01%
7
245
$1.01K ﹤0.01%
49
246
$995 ﹤0.01%
9
247
$941 ﹤0.01%
26
248
$870 ﹤0.01%
40
249
$699 ﹤0.01%
60
250
$539 ﹤0.01%
5
8 9
10
11 12