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
101
$13.5K 0.02%
337
102
$13.2K 0.02%
+288
103
$13.2K 0.02%
808
104
$12.9K 0.02%
99
105
$12.8K 0.02%
100
106
$12.3K 0.02%
+171
107
$12.2K 0.02%
+144
108
$12K 0.02%
64
109
$11.7K 0.02%
+112
110
$11.3K 0.02%
325
111
$11.2K 0.02%
739
112
$10.9K 0.02%
123
113
$10.8K 0.02%
269
114
$10.7K 0.02%
514
+166
115
$10.6K 0.02%
+64
116
$10.5K 0.02%
176
+32
117
$10.4K 0.02%
105
118
$10.4K 0.02%
46
119
$10.3K 0.02%
35
120
$10.3K 0.02%
62
121
$10.1K 0.02%
+167
122
$9.92K 0.02%
109
123
$9.63K 0.02%
133
124
$9.35K 0.01%
113
+7
125
$8.81K 0.01%
180
+66
3 4
5
6 7