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
101
$22K 0.01%
+274
102
$21K 0.01%
+1,300
103
$21K 0.01%
+96
104
$21K 0.01%
+185
105
$21K 0.01%
+550
106
$21K 0.01%
+402
107
$21K 0.01%
+332
108
$20K 0.01%
+195
109
$20K 0.01%
+412
110
$19K 0.01%
+200
111
$19K 0.01%
+116
112
$18K 0.01%
+105
113
$18K 0.01%
+157
114
$18K 0.01%
+199
115
$18K 0.01%
+1,000
116
$17K 0.01%
+333
117
$17K 0.01%
+453
118
$16K 0.01%
+230
119
$15K 0.01%
+1,500
120
$14K 0.01%
+78
121
$14K 0.01%
+1,000
122
$13K 0.01%
+335
123
$13K 0.01%
+99
124
$13K 0.01%
+325
125
$12K 0.01%
+662
3 4
5
6 7