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
$142M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.48M
3
+$6.36M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.34M

Top Sells

1
+$7.71M
2
+$6.46M
3
+$6.36M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$6.2M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$5.81M

Sector Composition

1 Technology 3.44%
2 Healthcare 1.62%
3 Communication Services 1.03%
4 Financials 0.85%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$33.9K 0.02%
1,653
+791
127
$33.5K 0.02%
682
-2
128
$33.5K 0.02%
1,100
+8
129
$33.3K 0.02%
117
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130
$32.5K 0.02%
199
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131
$31.3K 0.02%
543
132
$31.1K 0.02%
322
-1
133
$30.8K 0.02%
790
-2
134
$30.1K 0.02%
350
-1
135
$29.3K 0.02%
680
+2
136
$29.3K 0.02%
123
+1
137
$28.4K 0.02%
278
-1
138
$27.4K 0.02%
357
+1
139
$27.2K 0.02%
451
140
$25.9K 0.02%
396
-2
141
$25.1K 0.02%
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142
$24.9K 0.02%
347
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$24.6K 0.02%
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-8
144
$24.1K 0.02%
1,057
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145
$22.6K 0.02%
505
-2
146
$22.2K 0.02%
130
147
$21.6K 0.02%
635
-2
148
$21.3K 0.02%
1,529
-7
149
$21K 0.01%
198
-1
150
$20.8K 0.01%
517
-2
4 5
6
7 8