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
$137M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$6.46M
3
+$6.36M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.18M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.72M

Top Sells

1
+$6.38M
2
+$6.1M
3
+$6.08M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.79M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.79M

Sector Composition

1 Technology 3.51%
2 Healthcare 1.57%
3 Communication Services 1%
4 Consumer Discretionary 0.76%
5 Financials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$19.6K 0.01%
+75
152
$19.5K 0.01%
1,536
153
$19.5K 0.01%
242
154
$19.4K 0.01%
2,227
155
$18.8K 0.01%
155
156
$18.6K 0.01%
462
+9
157
$18.4K 0.01%
289
+141
158
$18.3K 0.01%
862
+419
159
$17.9K 0.01%
68
-250
160
$17.9K 0.01%
177
+3
161
$17.4K 0.01%
+900
162
$17.3K 0.01%
340
+5
163
$17.1K 0.01%
500
164
$16.7K 0.01%
344
165
$16.5K 0.01%
288
166
$16.4K 0.01%
324
167
$16.4K 0.01%
150
168
$16K 0.01%
+1,500
169
$15.5K 0.01%
117
170
$15.4K 0.01%
320
171
$15.3K 0.01%
267
+100
172
$14.8K 0.01%
401
173
$14.5K 0.01%
100
174
$14.4K 0.01%
64
175
$14.3K 0.01%
64
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7
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