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
$111M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Sells

1 +$79.4K
2 +$75.8K
3 +$58.1K
4
USB icon
US Bancorp
USB
+$43.5K
5
WINA icon
Winmark
WINA
+$42.3K

Sector Composition

1 Technology 4.26%
2 Healthcare 1.58%
3 Communication Services 1.07%
4 Consumer Discretionary 0.68%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$14.4K 0.01%
269
127
$14.3K 0.01%
288
128
$14.2K 0.01%
274
129
$13.5K 0.01%
337
130
$13.3K 0.01%
+525
131
$13.3K 0.01%
64
132
$12.8K 0.01%
144
133
$12.8K 0.01%
200
134
$12.6K 0.01%
112
135
$12K 0.01%
123
136
$11.9K 0.01%
100
137
$11.8K 0.01%
64
138
$11.3K 0.01%
+563
139
$10.9K 0.01%
46
140
$10.9K 0.01%
35
141
$10.7K 0.01%
62
142
$10.6K 0.01%
102
143
$10.3K 0.01%
165
+103
144
$10.3K 0.01%
485
+297
145
$10.1K 0.01%
133
146
$10.1K 0.01%
105
147
$9.97K 0.01%
113
148
$9.57K 0.01%
167
149
$9.27K 0.01%
739
150
$9.18K 0.01%
109