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
76
$24.7K 0.04%
543
77
$23.9K 0.04%
332
78
$22.9K 0.04%
+1,650
79
$22.5K 0.04%
2,227
80
$22.1K 0.04%
482
+134
81
$21.7K 0.04%
337
82
$21.2K 0.04%
596
-940
83
$21K 0.04%
121
+2
84
$20.2K 0.03%
200
85
$20.1K 0.03%
+269
86
$19.9K 0.03%
114
+29
87
$19.8K 0.03%
451
88
$19.2K 0.03%
270
89
$18.2K 0.03%
195
90
$17.6K 0.03%
116
91
$17.5K 0.03%
209
+59
92
$16.8K 0.03%
274
93
$16.6K 0.03%
150
94
$14.8K 0.03%
+660
95
$14.1K 0.02%
78
96
$13.6K 0.02%
177
97
$13.4K 0.02%
337
98
$13.4K 0.02%
3,000
+500
99
$13.3K 0.02%
117
100
$13.3K 0.02%
99
-28
2 3
4
5 6