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
$139M
AUM Growth
+$3.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$3.82M
3
+$3.64M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.62M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$2.87M

Top Sells

1
+$9.8M
2
+$6.23M
3
+$5.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.91M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.27M

Sector Composition

1 Technology 4.38%
2 Healthcare 1.99%
3 Financials 1.07%
4 Communication Services 1.07%
5 Consumer Discretionary 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$39K 0.03%
543
127
$38K 0.03%
118
+1
128
$37.7K 0.03%
583
129
$36.9K 0.03%
807
+8
130
$36.1K 0.03%
352
+2
131
$35.9K 0.03%
68
-3
132
$34.9K 0.03%
288
133
$32.1K 0.02%
124
+1
134
$31.9K 0.02%
359
+1
135
$31.5K 0.02%
350
+3
136
$30.3K 0.02%
451
137
$28.5K 0.02%
+400
138
$28.3K 0.02%
661
139
$28.2K 0.02%
522
140
$27.6K 0.02%
414
+18
141
$27.4K 0.02%
286
+4
142
$26.5K 0.02%
633
+441
143
$26.2K 0.02%
199
144
$25.4K 0.02%
1,582
+269
145
$25.2K 0.02%
2,515
-176
146
$25K 0.02%
525
+8
147
$24.9K 0.02%
681
+10
148
$24.2K 0.02%
204
+3
149
$23.4K 0.02%
511
+6
150
$23.2K 0.02%
288
4 5
6
7 8