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
201
$10.4K 0.01%
133
202
$10.4K 0.01%
135
203
$10.3K 0.01%
200
204
$10.2K 0.01%
+1,400
205
$10.2K 0.01%
357
206
$9.47K 0.01%
1,671
207
$9.43K 0.01%
829
+90
208
$8.58K 0.01%
72
209
$8.49K 0.01%
+200
210
$8.26K 0.01%
92
211
$8.21K 0.01%
130
212
$8.01K 0.01%
231
213
$8K 0.01%
167
214
$7.51K 0.01%
+500
215
$7.46K 0.01%
103
216
$7.45K 0.01%
+100
217
$7.38K 0.01%
500
218
$7.13K 0.01%
+500
219
$7.06K 0.01%
+400
220
$6.73K ﹤0.01%
200
221
$6.68K ﹤0.01%
56
222
$6.66K ﹤0.01%
115
+2
223
$6.58K ﹤0.01%
85
224
$6.55K ﹤0.01%
327
225
$6.53K ﹤0.01%
44
7 8
9
10 11