FWA
FSC Wealth Advisors Portfolio holdings
AUM
$164M
This Quarter Return
-6.29%
1 Year Return
+16.49%
3 Year Return
+37.54%
5 Year Return
–
10 Year Return
–
AUM
$10.4M
AUM Growth
+$10.4M
(-8%)
Cap. Flow
-$1.07M
Cap. Flow
% of AUM
-10.33%
Top 10 Holdings %
Top 10 Hldgs %
49.35%
Holding
214
New
9
Increased
45
Reduced
24
Closed
8
Top Buys
| 1 |
Pfizer
PFE
|
$582K |
| 2 |
Apple
AAPL
|
$318K |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$169K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$140K |
| 5 |
Amazon
AMZN
|
$124K |
Top Sells
Sector Composition
| 1 | Technology | 22.53% |
| 2 | Healthcare | 18.7% |
| 3 | Communication Services | 7.7% |
| 4 | Consumer Discretionary | 4.92% |
| 5 | Financials | 4.03% |
