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
76
$49K 0.03%
+311
77
$47K 0.03%
+1,600
78
$45K 0.03%
+873
79
$44K 0.03%
+329
80
$43K 0.03%
+1,407
81
$39K 0.03%
+653
82
$38K 0.03%
+405
83
$37K 0.03%
+155
84
$37K 0.03%
+788
85
$35K 0.02%
+615
86
$35K 0.02%
+681
87
$34K 0.02%
+385
88
$34K 0.02%
+415
89
$33K 0.02%
+2,227
90
$33K 0.02%
+390
91
$32K 0.02%
+543
92
$29K 0.02%
+190
93
$27K 0.02%
+71
94
$26K 0.02%
+776
95
$25K 0.02%
+180
96
$25K 0.02%
+216
97
$24K 0.02%
+451
98
$24K 0.02%
+176
99
$22K 0.01%
+120
100
$22K 0.01%
+505
2 3
4
5 6