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
251
$3.92K ﹤0.01%
+400
252
$3.87K ﹤0.01%
76
253
$3.87K ﹤0.01%
+50
254
$3.74K ﹤0.01%
+200
255
$3.66K ﹤0.01%
28
256
$3.64K ﹤0.01%
78
257
$3.58K ﹤0.01%
55
258
$3.35K ﹤0.01%
68
259
$3.25K ﹤0.01%
+134
260
$2.79K ﹤0.01%
82
261
$2.55K ﹤0.01%
+100
262
$2.43K ﹤0.01%
+5
263
$2.32K ﹤0.01%
11
264
$2.15K ﹤0.01%
145
265
$2.07K ﹤0.01%
21
266
$1.57K ﹤0.01%
79
-77
267
$1.52K ﹤0.01%
+9
268
$1.4K ﹤0.01%
6
269
$1.19K ﹤0.01%
28
270
$974 ﹤0.01%
9
271
$954 ﹤0.01%
49
272
$921 ﹤0.01%
26
273
$913 ﹤0.01%
+61
274
$889 ﹤0.01%
7
275
$831 ﹤0.01%
40
8 9 10
11
12