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
$139M
AUM Growth
+$3.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$3.82M
3
+$3.64M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.62M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$2.87M

Top Sells

1
+$9.8M
2
+$6.23M
3
+$5.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.91M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.27M

Sector Composition

1 Technology 4.38%
2 Healthcare 1.99%
3 Financials 1.07%
4 Communication Services 1.07%
5 Consumer Discretionary 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$22.9K 0.02%
90
152
$22.8K 0.02%
417
+2
153
$22.7K 0.02%
1,547
+18
154
$22.6K 0.02%
649
+14
155
$22.4K 0.02%
344
+2
156
$22.1K 0.02%
155
+1
157
$22K 0.02%
116
158
$21.9K 0.02%
130
159
$21.9K 0.02%
934
-123
160
$21.8K 0.02%
107
161
$21.4K 0.02%
326
+4
162
$21.3K 0.02%
465
163
$21K 0.02%
203
164
$19.8K 0.01%
322
+4
165
$19.3K 0.01%
4,650
166
$18.2K 0.01%
500
167
$18.1K 0.01%
102
168
$17.5K 0.01%
117
169
$17.3K 0.01%
404
+5
170
$17K 0.01%
150
171
$17K 0.01%
100
172
$16.3K 0.01%
282
173
$15.9K 0.01%
64
174
$15.1K 0.01%
112
175
$15K 0.01%
144
5 6
7
8 9