FWA

FSC Wealth Advisors Portfolio holdings

AUM $5.24M
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
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
+$5.56M
2
+$3.57M
3
+$3.51M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.49M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$2.73M

Top Sells

1
+$9.54M
2
+$6.23M
3
+$5.56M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.81M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.23M

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
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