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
76
$31.8K 0.05%
229
77
$31.6K 0.05%
155
78
$29.5K 0.05%
+600
79
$28.1K 0.04%
578
+96
80
$26.1K 0.04%
205
81
$25.9K 0.04%
531
-447
82
$24.8K 0.04%
224
+2
83
$24.7K 0.04%
543
84
$24.6K 0.04%
2,227
85
$24.5K 0.04%
3,150
+150
86
$24.1K 0.04%
257
+48
87
$23.7K 0.04%
75
-188
88
$22.7K 0.04%
338
+1
89
$22.5K 0.04%
121
90
$21.3K 0.03%
451
91
$20.5K 0.03%
270
92
$20.2K 0.03%
+199
93
$17.7K 0.03%
232
+112
94
$17.7K 0.03%
116
95
$17.1K 0.03%
+242
96
$16K 0.03%
150
97
$15.3K 0.02%
274
98
$14.2K 0.02%
78
99
$13.9K 0.02%
200
-132
100
$13.8K 0.02%
117
2 3
4
5 6