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
201
$9.78K 0.01%
248
+124
202
$9.63K 0.01%
167
203
$9.16K 0.01%
3,650
204
$8.98K 0.01%
166
-101
205
$8.87K 0.01%
44
206
$8.72K 0.01%
71
-1
207
$7.92K 0.01%
32
-32
208
$7.73K 0.01%
85
209
$7.62K 0.01%
56
210
$7.58K 0.01%
200
211
$7.23K 0.01%
62
-61
212
$7.21K 0.01%
103
213
$7.02K ﹤0.01%
400
214
$6.96K ﹤0.01%
115
215
$6.84K ﹤0.01%
327
216
$6.76K ﹤0.01%
79
217
$6.64K ﹤0.01%
500
218
$6.05K ﹤0.01%
137
-115
219
$5.99K ﹤0.01%
314
220
$5.8K ﹤0.01%
54
221
$5.59K ﹤0.01%
79
222
$5.58K ﹤0.01%
2,750
223
$5.58K ﹤0.01%
467
224
$5.44K ﹤0.01%
333
225
$5.4K ﹤0.01%
619
-210
7 8
9
10 11