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
176
$14.8K 0.01%
+1,000
177
$14.6K 0.01%
1,000
178
$13.7K 0.01%
113
179
$13.6K 0.01%
410
+4
180
$13.4K 0.01%
148
+1
181
$13.3K 0.01%
113
182
$13.3K 0.01%
78
183
$13.1K 0.01%
117
184
$12.6K 0.01%
150
+1
185
$12.5K 0.01%
1,107
+12
186
$12.1K 0.01%
62
187
$11.6K 0.01%
358
+4
188
$11.4K 0.01%
121
189
$11.3K 0.01%
1,000
190
$11.1K 0.01%
133
191
$10.7K 0.01%
169
+2
192
$10.6K 0.01%
1,671
193
$10.4K 0.01%
20
194
$10.3K 0.01%
200
195
$9.82K 0.01%
167
196
$9.66K 0.01%
71
+1
197
$9.6K 0.01%
72
+1
198
$8.94K 0.01%
161
199
$8.86K 0.01%
32
200
$8.37K 0.01%
56
6 7
8
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