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
$148M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$15.5M
3
+$12.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.5M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$11.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.85%
2 Healthcare 0.88%
3 Communication Services 0.77%
4 Consumer Discretionary 0.32%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4K ﹤0.01%
+35
152
$3K ﹤0.01%
+68
153
$3K ﹤0.01%
+207
154
$3K ﹤0.01%
+10
155
$3K ﹤0.01%
+39
156
$3K ﹤0.01%
+107
157
$3K ﹤0.01%
+10
158
$3K ﹤0.01%
+10
159
$3K ﹤0.01%
+155
160
$2K ﹤0.01%
+100
161
$2K ﹤0.01%
+19
162
$2K ﹤0.01%
+10
163
$1K ﹤0.01%
+10
164
$1K ﹤0.01%
+28
165
$1K ﹤0.01%
+10
166
$1K ﹤0.01%
+107
167
$1K ﹤0.01%
+65
168
$1K ﹤0.01%
+100
169
$1K ﹤0.01%
+21
170
$1K ﹤0.01%
+10
171
$1K ﹤0.01%
+19
172
$1K ﹤0.01%
+49
173
$1K ﹤0.01%
+10
174
$1K ﹤0.01%
+10
175
$0 ﹤0.01%
+150
4 5 6
7
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