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
$63.3M
AUM Growth
+$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$545K
3
+$395K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$178K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$163K

Top Sells

1
+$428K
2
+$350K
3
+$204K
4
XOM icon
Exxon Mobil
XOM
+$90.3K
5
EW icon
Edwards Lifesciences
EW
+$89.5K

Sector Composition

1 Technology 6.19%
2 Healthcare 2.47%
3 Communication Services 1.71%
4 Consumer Discretionary 1.04%
5 Financials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.38K 0.01%
333
152
$3.23K 0.01%
+145
153
$2.54K ﹤0.01%
68
154
$2.16K ﹤0.01%
+11
155
$2.05K ﹤0.01%
+25
156
$1.9K ﹤0.01%
21
-18
157
$1.77K ﹤0.01%
28
158
$1.05K ﹤0.01%
100
159
$903 ﹤0.01%
+300
160
$808 ﹤0.01%
+49
161
$707 ﹤0.01%
7
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20
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167
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171
$14 ﹤0.01%
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