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
$139M
AUM Growth
+$3.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$3.82M
3
+$3.64M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.62M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$2.87M

Top Sells

1
+$9.8M
2
+$6.23M
3
+$5.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.91M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.27M

Sector Composition

1 Technology 4.38%
2 Healthcare 1.99%
3 Financials 1.07%
4 Communication Services 1.07%
5 Consumer Discretionary 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.22K ﹤0.01%
139
-57
227
$4.19K ﹤0.01%
60
228
$4.11K ﹤0.01%
26
229
$4.11K ﹤0.01%
15
230
$4K ﹤0.01%
114
-1,040
231
$3.91K ﹤0.01%
28
232
$3.84K ﹤0.01%
68
233
$3.84K ﹤0.01%
+110
234
$3.71K ﹤0.01%
2,750
235
$3.57K ﹤0.01%
79
236
$3.21K ﹤0.01%
137
237
$2.81K ﹤0.01%
250
238
$2.76K ﹤0.01%
21
239
$2.69K ﹤0.01%
9
240
$2.65K ﹤0.01%
10
241
$2.62K ﹤0.01%
11
242
$2.61K ﹤0.01%
247
243
$2.44K ﹤0.01%
100
244
$2.27K ﹤0.01%
12
245
$2.22K ﹤0.01%
28
246
$2.15K ﹤0.01%
53
247
$2.06K ﹤0.01%
8
248
$2.03K ﹤0.01%
60
249
$1.99K ﹤0.01%
10
250
$1.99K ﹤0.01%
38
-38
8 9
10
11 12