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
$63.3M
AUM Growth
+$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$545K
3
+$395K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$178K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$163K

Top Sells

1
+$428K
2
+$350K
3
+$204K
4
XOM icon
Exxon Mobil
XOM
+$90.3K
5
EW icon
Edwards Lifesciences
EW
+$89.5K

Sector Composition

1 Technology 6.19%
2 Healthcare 2.47%
3 Communication Services 1.71%
4 Consumer Discretionary 1.04%
5 Financials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.82K 0.01%
93
-374
127
$7.71K 0.01%
20
128
$7.28K 0.01%
99
+1
129
$7.18K 0.01%
+103
130
$6.92K 0.01%
231
131
$6.88K 0.01%
+15
132
$6.78K 0.01%
+193
133
$6.66K 0.01%
102
134
$6.35K 0.01%
438
135
$6.3K 0.01%
500
136
$6.15K 0.01%
111
137
$5.93K 0.01%
+44
138
$5.72K 0.01%
200
139
$5.64K 0.01%
78
140
$5.58K 0.01%
+79
141
$5.17K 0.01%
+415
142
$4.83K 0.01%
+56
143
$4.49K 0.01%
467
+96
144
$4.48K 0.01%
137
145
$4.4K 0.01%
327
146
$3.99K 0.01%
188
+43
147
$3.92K 0.01%
+124
148
$3.86K 0.01%
62
+15
149
$3.8K 0.01%
130
150
$3.7K 0.01%
28
4 5
6
7 8