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
$152M
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$6.8M
3
+$3.97M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$3.65M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$865K

Top Sells

1
+$6.68M
2
+$6.65M
3
+$4.36M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.94M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.79M

Sector Composition

1 Technology 3.78%
2 Healthcare 1.37%
3 Communication Services 1%
4 Financials 0.88%
5 Consumer Discretionary 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$39.5K 0.03%
324
+3
127
$39.5K 0.03%
414
128
$39.3K 0.03%
549
129
$38.3K 0.03%
+1,096
130
$38.1K 0.03%
288
131
$36.9K 0.02%
570
132
$36.3K 0.02%
647
+5
133
$36K 0.02%
116
+1
134
$35.5K 0.02%
613
+455
135
$35K 0.02%
484
136
$34.9K 0.02%
318
+251
137
$34.8K 0.02%
68
138
$34.6K 0.02%
780
-1,128
139
$33.6K 0.02%
+2,103
140
$31.9K 0.02%
346
+2
141
$31.6K 0.02%
124
142
$29.9K 0.02%
451
143
$29.2K 0.02%
+1,169
144
$29.1K 0.02%
+1,260
145
$28.2K 0.02%
681
+9
146
$27.3K 0.02%
320
+2
147
$26.9K 0.02%
360
+1
148
$26.8K 0.02%
800
149
$25.9K 0.02%
661
150
$25.6K 0.02%
401
+7
4 5
6
7 8