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
$148M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$25.5M
2 +$15.5M
3 +$12.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.5M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$11.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.85%
2 Healthcare 0.88%
3 Communication Services 0.77%
4 Consumer Discretionary 0.32%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$0 ﹤0.01%
+3
177
$0 ﹤0.01%
+1
178
$0 ﹤0.01%
+10
179
$0 ﹤0.01%
+10
180
$0 ﹤0.01%
+3
181
$0 ﹤0.01%
+5