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
251
$1.97K ﹤0.01%
9
252
$1.96K ﹤0.01%
13
253
$1.86K ﹤0.01%
24
254
$1.83K ﹤0.01%
39
255
$1.79K ﹤0.01%
37
256
$1.74K ﹤0.01%
28
257
$1.73K ﹤0.01%
20
258
$1.72K ﹤0.01%
16
+1
259
$1.68K ﹤0.01%
35
260
$1.59K ﹤0.01%
50
261
$1.57K ﹤0.01%
25
262
$1.54K ﹤0.01%
145
263
$1.42K ﹤0.01%
16
264
$1.27K ﹤0.01%
7
265
$1.26K ﹤0.01%
28
266
$1.17K ﹤0.01%
44
267
$1.08K ﹤0.01%
11
268
$1.08K ﹤0.01%
79
269
$1.06K ﹤0.01%
6
270
$1.05K ﹤0.01%
12
271
$970 ﹤0.01%
34
-59
272
$919 ﹤0.01%
40
273
$912 ﹤0.01%
14
274
$862 ﹤0.01%
49
275
$777 ﹤0.01%
21
9 10
11
12 13