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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
$5.24M
AUM Growth
-$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$392K

Sector Composition

1 Healthcare 0%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
QQQ icon
26
Invesco QQQ Trust
QQQ
$482B
-2,397
SCHD icon
27
Schwab US Dividend Equity ETF
SCHD
$95.7B
-116,031
SCHG icon
28
Schwab US Large-Cap Growth ETF
SCHG
$59.3B
-49,736
XLP icon
29
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
-32,929