FWA
FSC Wealth Advisors Portfolio holdings
AUM
$164M
This Quarter Return
+6.18%
1 Year Return
+16.49%
3 Year Return
+37.54%
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(+4%)
Cap. Flow
+$237K
Cap. Flow
% of AUM
0.17%
Top 10 Holdings %
Top 10 Hldgs %
63.06%
Holding
312
New
25
Increased
64
Reduced
67
Closed
57
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$12M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$6.48M |
| 3 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$6.36M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$5.7M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$5.34M |
Top Sells
Sector Composition
| 1 | Technology | 3.44% |
| 2 | Healthcare | 1.62% |
| 3 | Communication Services | 1.03% |
| 4 | Financials | 0.85% |
| 5 | Consumer Discretionary | 0.82% |
