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
$148M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$15.5M
3
+$12.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.5M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$11.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.85%
2 Healthcare 0.88%
3 Communication Services 0.77%
4 Consumer Discretionary 0.32%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12K 0.01%
+400
127
$11K 0.01%
+438
128
$11K 0.01%
+269
129
$11K 0.01%
+106
130
$11K 0.01%
+150
131
$10K 0.01%
+89
132
$10K 0.01%
+187
133
$10K 0.01%
+109
134
$9K 0.01%
+4,000
135
$9K 0.01%
+200
136
$9K 0.01%
+55
137
$8K 0.01%
+192
138
$7K ﹤0.01%
+130
139
$7K ﹤0.01%
+137
140
$7K ﹤0.01%
+120
141
$7K ﹤0.01%
+100
142
$6K ﹤0.01%
+15
143
$6K ﹤0.01%
+75
144
$5K ﹤0.01%
+60
145
$5K ﹤0.01%
+40
146
$5K ﹤0.01%
+91
147
$5K ﹤0.01%
+9
148
$4K ﹤0.01%
+28
149
$4K ﹤0.01%
+173
150
$4K ﹤0.01%
+16
4 5
6
7 8