FWA
FSM Wealth Advisors Portfolio holdings
AUM
$707M
1-Year Est. Return
14.31%
1 Year Est. Return
+14.31%
AUM
$707M
AUM Growth
+$92M
(+15%)
Holding
334
Top Buys
| 1 | +$4.56M | |
| 2 | +$4.14M | |
| 3 | +$2.88M | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$2.54M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.54M |
Top Sells
| 1 | +$1.57M | |
| 2 | +$715K | |
| 3 | +$623K | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$603K |
| 5 |
TotalEnergies
TTE
|
+$365K |
Sector Composition
| 1 | Technology | 11.13% |
| 2 | Financials | 4.68% |
| 3 | Communication Services | 3.24% |
| 4 | Industrials | 3.12% |
| 5 | Consumer Discretionary | 2.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Leslie's
LESL
$34.6M
| – | – |
-536
|
|
||
327
FedEx
FDX
$56.1B
| – | – |
-852
|
|
||
328
Chipotle Mexican Grill
CMG
$56.1B
| – | – |
-4,238
|
|
||
329
CME Group
CME
$96.6B
| – | – |
-1,189
|
|
||
330
Casey's General Stores
CASY
$21.1B
| – | – |
-443
|
|