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
$58.5M
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$16.8M
3
+$10.4M
4
AAPL icon
Apple
AAPL
+$661K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$428K

Top Sells

1
+$499K
2
+$71K
3
+$71K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$50.3K
5
GLDI icon
Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033
GLDI
+$47K

Sector Composition

1 Technology 5.32%
2 Healthcare 3.1%
3 Communication Services 1.39%
4 Financials 1.14%
5 Consumer Discretionary 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$49.6K 0.08%
+1,801
52
$49.3K 0.08%
1,205
-9
53
$48.4K 0.08%
1,015
+765
54
$47.5K 0.08%
512
-51
55
$45.7K 0.08%
978
+689
56
$44.3K 0.08%
304
57
$43.7K 0.07%
+2,303
58
$40K 0.07%
261
59
$39K 0.07%
477
60
$38.7K 0.07%
71
61
$38K 0.07%
467
62
$37.2K 0.06%
390
63
$37.1K 0.06%
728
64
$36.6K 0.06%
873
65
$35.6K 0.06%
1,100
66
$35K 0.06%
896
+21
67
$33.4K 0.06%
229
68
$32.6K 0.06%
215
69
$32.4K 0.06%
205
-17
70
$30.3K 0.05%
300
71
$30.3K 0.05%
2,070
-660
72
$30.1K 0.05%
222
+1
73
$29.6K 0.05%
155
74
$28.9K 0.05%
235
-215
75
$26.2K 0.04%
601
+1
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3
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