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
$142M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.48M
3
+$6.36M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.34M

Top Sells

1
+$7.71M
2
+$6.46M
3
+$6.36M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$6.2M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$5.81M

Sector Composition

1 Technology 3.44%
2 Healthcare 1.62%
3 Communication Services 1.03%
4 Financials 0.85%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$77.5K 0.05%
1,150
+6
77
$76.7K 0.05%
1,211
+673
78
$72.3K 0.05%
361
+3
79
$70.9K 0.05%
1,100
80
$70.5K 0.05%
1,948
+134
81
$70.2K 0.05%
304
82
$69K 0.05%
950
83
$68.2K 0.05%
150
84
$65.5K 0.05%
715
-1
85
$64.3K 0.05%
459
86
$60.2K 0.04%
+2,990
87
$59.9K 0.04%
477
88
$58.8K 0.04%
+720
89
$58.6K 0.04%
160
+9
90
$57.3K 0.04%
588
91
$57.2K 0.04%
977
92
$56.9K 0.04%
300
93
$56.4K 0.04%
349
-1
94
$55.8K 0.04%
892
+55
95
$55.5K 0.04%
+10,569
96
$55.1K 0.04%
323
+27
97
$54.8K 0.04%
+3,897
98
$54.1K 0.04%
+2,394
99
$53K 0.04%
+686
100
$51K 0.04%
+962
2 3
4
5 6