FWA

FSC Wealth Advisors Portfolio holdings

AUM $173M
1-Year Est. Return 16.53%
This Quarter Est. Return
1 Year Est. Return
+16.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$15.5M
3
+$12.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.5M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$11.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.85%
2 Healthcare 0.88%
3 Communication Services 0.77%
4 Consumer Discretionary 0.32%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$97K 0.07%
+1,458
52
$87K 0.06%
+1,006
53
$85K 0.06%
+1,346
54
$80K 0.05%
+1,194
55
$79K 0.05%
+500
56
$78K 0.05%
+1,494
57
$76K 0.05%
+300
58
$75K 0.05%
+1,862
59
$74K 0.05%
+1,758
60
$74K 0.05%
+491
61
$71K 0.05%
+304
62
$70K 0.05%
+160
63
$67K 0.05%
+370
64
$65K 0.04%
+1,572
65
$62K 0.04%
+728
66
$61K 0.04%
+1,030
67
$59K 0.04%
+1,036
68
$59K 0.04%
+347
69
$59K 0.04%
+1,283
70
$59K 0.04%
+663
71
$56K 0.04%
+467
72
$53K 0.04%
+150
73
$53K 0.04%
+954
74
$52K 0.04%
+846
75
$50K 0.03%
+648
1 2
3
4 5