FWA
FSC Wealth Advisors Portfolio holdings
AUM
$61.6M
1-Year Est. Return
16.09%
This Fund
S&P 500
1 Year Est. Return
+16.09%
AUM
$155M
AUM Growth
+$16M
(+12%)
Holding
329
Top Buys
| 1 | +$7.1M | |
| 2 | +$3.48M | |
| 3 | +$3.1M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.91M |
| 5 |
Vanguard Mega Cap Value ETF
MGV
|
+$1.12M |
Top Sells
| 1 | +$3.85M | |
| 2 | +$2.87M | |
| 3 | +$333K | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$329K |
| 5 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$253K |
Sector Composition
| 1 | Technology | 4.19% |
| 2 | Healthcare | 1.44% |
| 3 | Communication Services | 1% |
| 4 | Financials | 0.85% |
| 5 | Consumer Discretionary | 0.82% |