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
201
$8.26K 0.01%
132
202
$8.13K 0.01%
62
203
$7.98K 0.01%
178
204
$7.59K 0.01%
103
205
$7.56K 0.01%
117
+1
206
$7.47K 0.01%
68
207
$7.2K 0.01%
248
208
$7.17K 0.01%
44
209
$7.15K 0.01%
80
+1
210
$6.95K 0.01%
400
211
$6.88K ﹤0.01%
79
212
$6.71K ﹤0.01%
327
213
$6.54K ﹤0.01%
31
214
$6.53K ﹤0.01%
302
215
$6.37K ﹤0.01%
35
216
$6.2K ﹤0.01%
314
217
$6.15K ﹤0.01%
333
218
$6.08K ﹤0.01%
55
219
$5.45K ﹤0.01%
+136
220
$5.42K ﹤0.01%
467
221
$5.28K ﹤0.01%
500
222
$5.12K ﹤0.01%
65
-70
223
$4.92K ﹤0.01%
10
224
$4.68K ﹤0.01%
114
225
$4.57K ﹤0.01%
510
+14
7 8
9
10 11