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
$96.5M
AUM Growth
-$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.54M
3
+$2.39M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$160K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$157K

Top Sells

1
+$8.7M
2
+$2.98M
3
+$2.83M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$2.8M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.72M

Sector Composition

1 Technology 4.25%
2 Healthcare 2.02%
3 Communication Services 1.25%
4 Financials 0.94%
5 Consumer Discretionary 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.06K 0.01%
+1,671
177
$8.78K 0.01%
443
-42
178
$8.76K 0.01%
148
-17
179
$8.54K 0.01%
167
180
$8.34K 0.01%
+167
181
$8.3K 0.01%
+72
182
$8.03K 0.01%
739
183
$7.25K 0.01%
438
184
$7.15K 0.01%
103
-589
185
$7.1K 0.01%
231
186
$7.06K 0.01%
92
187
$6.92K 0.01%
+500
188
$6.66K 0.01%
44
189
$6.21K 0.01%
500
190
$6.18K 0.01%
+314
191
$6.06K 0.01%
113
192
$5.79K 0.01%
85
193
$5.63K 0.01%
79
194
$5.55K 0.01%
2,750
195
$5.55K 0.01%
54
+1
196
$5.48K 0.01%
56
197
$5.48K 0.01%
200
198
$5.39K 0.01%
327
199
$5.05K 0.01%
+22
200
$5.02K 0.01%
124
6 7
8
9 10