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
$139M
AUM Growth
+$3.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$3.82M
3
+$3.64M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.62M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$2.87M

Top Sells

1
+$9.8M
2
+$6.23M
3
+$5.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.91M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.27M

Sector Composition

1 Technology 4.38%
2 Healthcare 1.99%
3 Financials 1.07%
4 Communication Services 1.07%
5 Consumer Discretionary 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$71.5K 0.05%
+2,313
102
$70.7K 0.05%
875
+275
103
$70.2K 0.05%
467
+100
104
$69.1K 0.05%
3,820
+1,648
105
$67.8K 0.05%
+9,005
106
$66K 0.05%
880
-71
107
$65.8K 0.05%
875
-233
108
$65.6K 0.05%
+233
109
$64.8K 0.05%
+1,132
110
$64.8K 0.05%
350
+1
111
$60.2K 0.04%
+312
112
$57.9K 0.04%
977
113
$55.2K 0.04%
500
-600
114
$53.8K 0.04%
283
-10
115
$47.6K 0.03%
763
116
$47.5K 0.03%
412
+3
117
$47K 0.03%
+100
118
$46.1K 0.03%
873
119
$45.5K 0.03%
787
+5
120
$43.9K 0.03%
155
-24
121
$42.9K 0.03%
484
122
$41.9K 0.03%
398
123
$40.6K 0.03%
390
124
$40.6K 0.03%
414
125
$39.7K 0.03%
549
3 4
5
6 7