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
$142M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.48M
3
+$6.36M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.34M

Top Sells

1
+$7.71M
2
+$6.46M
3
+$6.36M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$6.2M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$5.81M

Sector Composition

1 Technology 3.44%
2 Healthcare 1.62%
3 Communication Services 1.03%
4 Financials 0.85%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20.8K 0.01%
116
-34,604
152
$20.5K 0.01%
68
153
$20.3K 0.01%
+1,172
154
$20.1K 0.01%
107
-35
155
$20.1K 0.01%
203
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156
$19.9K 0.01%
154
-1
157
$19.8K 0.01%
2,227
158
$19.8K 0.01%
150
159
$19K 0.01%
462
160
$18.7K 0.01%
1,188
+376
161
$18.5K 0.01%
340
162
$18.3K 0.01%
177
163
$17.4K 0.01%
500
164
$17.2K 0.01%
342
-2
165
$17K 0.01%
322
-2
166
$16.9K 0.01%
100
167
$16.7K 0.01%
288
168
$16.7K 0.01%
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$16.7K 0.01%
800
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170
$16.1K 0.01%
64
171
$16.1K 0.01%
318
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172
$15.6K 0.01%
399
-2
173
$14.5K 0.01%
112
174
$14.3K 0.01%
1,000
-1,000
175
$14.3K 0.01%
144
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