FWA
FSC Wealth Advisors Portfolio holdings
AUM
$5.24M
1-Year Est. Return
17.32%
This Fund
S&P 500
1 Year Est. Return
+17.32%
AUM
$5.24M
AUM Growth
-$56.4M
(-92%)
Holding
29
Top Sells
| 1 | +$6.92M | |
| 2 | +$5.44M | |
| 3 | +$5.22M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$5.06M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$3.18M |
Sector Composition
| 1 | Healthcare | 0% |
| 2 | Technology | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.91B
| – | – |
-5,567
|
|
||
27
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.6B
| – | – |
-6,202
|
|
||
28
iShares Core Dividend Growth ETF
DGRO
$39B
| – | – |
-43,173
|
|
||
29
AbbVie
ABBV
$349B
| – | – |
-2,431
|
|