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
$137M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$6.46M
3
+$6.36M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.18M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.72M

Top Sells

1
+$6.38M
2
+$6.1M
3
+$6.08M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.79M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.79M

Sector Composition

1 Technology 3.51%
2 Healthcare 1.57%
3 Communication Services 1%
4 Consumer Discretionary 0.76%
5 Financials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$14.1K 0.01%
284
177
$13.8K 0.01%
133
+20
178
$13.7K 0.01%
545
+12
179
$13.2K 0.01%
78
180
$13.2K 0.01%
102
181
$13.2K 0.01%
+300
182
$13.1K 0.01%
3,650
-500
183
$13.1K 0.01%
500
184
$13K 0.01%
+2,600
185
$12.9K 0.01%
144
186
$12.8K 0.01%
123
187
$12.8K 0.01%
112
188
$12.7K 0.01%
252
+115
189
$12.2K 0.01%
62
190
$12.2K 0.01%
148
191
$12.1K 0.01%
35
192
$12K 0.01%
148
193
$12K 0.01%
46
194
$11.9K 0.01%
20
195
$11.7K 0.01%
269
196
$11.7K 0.01%
+166
197
$11.2K 0.01%
812
198
$11.2K 0.01%
71
199
$11.1K 0.01%
409
200
$10.7K 0.01%
1,106
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