FWA

FSC Wealth Advisors Portfolio holdings

AUM $5.24M
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$6.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$3.65M
3
+$3.65M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.63M
5
ARKK icon
ARK Innovation ETF
ARKK
+$3.52M

Top Sells

1
+$6.63M
2
+$3.97M
3
+$3.92M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.63M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$521K

Sector Composition

1 Technology 3.83%
2 Communication Services 0.84%
3 Healthcare 0.74%
4 Consumer Discretionary 0.6%
5 Financials 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
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