FWA
FSC Wealth Advisors Portfolio holdings
AUM
$173M
1-Year Est. Return
16.53%
1 Year Est. Return
+16.53%
AUM
$173M
AUM Growth
+$14.8M
(+9.3%)
Holding
77
Top Buys
| 1 | +$1.33M | |
| 2 | +$459K | |
| 3 | +$448K | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$392K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$381K |
Top Sells
| 1 | +$228K | |
| 2 | +$219K | |
| 3 | +$204K | |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
+$103K |
| 5 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$102K |
Sector Composition
| 1 | Technology | 4.01% |
| 2 | Healthcare | 0.87% |
| 3 | Communication Services | 0.72% |
| 4 | Consumer Discretionary | 0.54% |
| 5 | Financials | 0.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Comcast
CMCSA
$99.2B
| – | – |
-5,725
|
|
||
77
Altria Group
MO
$98.6B
| – | – |
-3,738
|
|