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
$63.3M
AUM Growth
+$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$545K
3
+$395K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$178K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$163K

Top Sells

1
+$428K
2
+$350K
3
+$204K
4
XOM icon
Exxon Mobil
XOM
+$90.3K
5
EW icon
Edwards Lifesciences
EW
+$89.5K

Sector Composition

1 Technology 6.19%
2 Healthcare 2.47%
3 Communication Services 1.71%
4 Consumer Discretionary 1.04%
5 Financials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$58.5K 0.09%
293
+225
52
$58.1K 0.09%
+1,289
53
$57.9K 0.09%
154
-3
54
$57.6K 0.09%
588
+288
55
$57.5K 0.09%
+2,358
56
$54.4K 0.09%
1,220
+947
57
$53.4K 0.08%
1,021
+6
58
$50.3K 0.08%
304
59
$48.8K 0.08%
235
60
$44.3K 0.07%
477
61
$43.5K 0.07%
1,208
+607
62
$42.3K 0.07%
+132
63
$42.1K 0.07%
1,089
+959
64
$40.8K 0.06%
+463
65
$39.4K 0.06%
873
66
$39.1K 0.06%
+564
67
$38.5K 0.06%
1,100
68
$38.2K 0.06%
1,001
+105
69
$38K 0.06%
+898
70
$38K 0.06%
+212
71
$37.3K 0.06%
390
72
$34.4K 0.05%
1,240
-830
73
$34K 0.05%
350
+150
74
$33.1K 0.05%
215
75
$32.8K 0.05%
71
1 2
3
4 5