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
176
$14.2K 0.01%
102
177
$14K 0.01%
551
+6
178
$13.7K 0.01%
282
-2
179
$13.7K 0.01%
78
180
$13.4K 0.01%
35
181
$13.3K 0.01%
113
-20
182
$12.8K 0.01%
46
183
$12.8K 0.01%
147
-1
184
$12.1K 0.01%
+132
185
$11.7K 0.01%
117
+25
186
$11.6K 0.01%
+113
187
$11.2K 0.01%
406
-3
188
$11.2K 0.01%
1,000
-500
189
$10.8K 0.01%
200
190
$10.8K 0.01%
147
-1
191
$10.8K 0.01%
496
-4
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$10.6K 0.01%
133
193
$10.5K 0.01%
354
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194
$10.5K 0.01%
62
195
$10.4K 0.01%
1,095
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196
$10.4K 0.01%
70
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197
$10.4K 0.01%
269
198
$10.3K 0.01%
135
199
$10.1K 0.01%
20
200
$9.91K 0.01%
1,671
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