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
$137M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$6.46M
3
+$6.36M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.18M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.72M

Top Sells

1
+$6.38M
2
+$6.1M
3
+$6.08M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.79M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.79M

Sector Composition

1 Technology 3.51%
2 Healthcare 1.57%
3 Communication Services 1%
4 Consumer Discretionary 0.76%
5 Financials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$45.1K 0.03%
+837
102
$43.9K 0.03%
506
-64
103
$43.2K 0.03%
763
104
$43.1K 0.03%
+1,737
105
$42.5K 0.03%
179
106
$42.1K 0.03%
+1,062
107
$42K 0.03%
+261
108
$41.8K 0.03%
873
109
$40.9K 0.03%
+80
110
$39.9K 0.03%
414
111
$39.8K 0.03%
+49
112
$39.4K 0.03%
+354
113
$39.4K 0.03%
584
-667
114
$39.3K 0.03%
+72
115
$38.7K 0.03%
+151
116
$38.6K 0.03%
+170
117
$38.5K 0.03%
+296
118
$37.9K 0.03%
170
+6
119
$37.1K 0.03%
+1,052
120
$35.5K 0.03%
390
121
$35.2K 0.03%
549
122
$33.8K 0.02%
822
+17
123
$33.3K 0.02%
538
+167
124
$33.2K 0.02%
71
125
$32.1K 0.02%
684
3 4
5
6 7