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
101
$50.7K 0.04%
+589
102
$50.7K 0.04%
+398
103
$49.4K 0.03%
+249
104
$49.4K 0.03%
1,141
+79
105
$49K 0.03%
+471
106
$47.5K 0.03%
+540
107
$47.2K 0.03%
+332
108
$46.5K 0.03%
179
109
$46.4K 0.03%
484
+242
110
$45.3K 0.03%
763
111
$45.2K 0.03%
2,135
+642
112
$43.8K 0.03%
873
113
$42.6K 0.03%
1,154
-270
114
$41.3K 0.03%
235
115
$41K 0.03%
+258
116
$40.1K 0.03%
583
-1
117
$39.9K 0.03%
230
+1
118
$39.2K 0.03%
414
119
$36.7K 0.03%
549
120
$36.1K 0.03%
600
121
$35.4K 0.02%
390
122
$35.2K 0.02%
706
-333
123
$34.4K 0.02%
823
+1
124
$34.2K 0.02%
536
+247
125
$34K 0.02%
71
3 4
5
6 7