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
$137M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$6.46M
3
+$6.36M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.18M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.72M

Top Sells

1
+$6.38M
2
+$6.1M
3
+$6.08M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.79M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.79M

Sector Composition

1 Technology 3.51%
2 Healthcare 1.57%
3 Communication Services 1%
4 Consumer Discretionary 0.76%
5 Financials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$32.1K 0.02%
229
+2
127
$32K 0.02%
1,092
+9
128
$31.6K 0.02%
1,493
-40
129
$31.5K 0.02%
600
130
$31.3K 0.02%
323
131
$29.1K 0.02%
2,000
132
$28.6K 0.02%
678
+5
133
$28.5K 0.02%
351
134
$28.3K 0.02%
543
135
$27.6K 0.02%
792
136
$27.4K 0.02%
356
+1
137
$26.6K 0.02%
122
138
$26.5K 0.02%
279
139
$25.8K 0.02%
522
140
$25.8K 0.02%
398
141
$25.1K 0.02%
637
142
$24.4K 0.02%
348
143
$24.4K 0.02%
451
144
$24.4K 0.02%
1,058
145
$23.1K 0.02%
270
146
$23.1K 0.02%
669
147
$22.9K 0.02%
199
148
$22.3K 0.02%
142
-87
149
$21.9K 0.02%
507
150
$20.3K 0.01%
519
4 5
6
7 8