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
$10.4M
AUM Growth
-$905K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$582K
2
+$318K
3
+$169K
4
AMZN icon
Amazon
AMZN
+$124K
5
ABBV icon
AbbVie
ABBV
+$95.5K

Top Sells

1
+$1.34M
2
+$249K
3
+$153K
4
WMT icon
Walmart
WMT
+$107K
5
MBB icon
iShares MBS ETF
MBB
+$94.5K

Sector Composition

1 Technology 22.53%
2 Healthcare 18.7%
3 Communication Services 7.7%
4 Consumer Discretionary 4.92%
5 Financials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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