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FWA
FSM Wealth Advisors Portfolio holdings
AUM
$778M
1-Year Est. Return
17.71%
This Fund
S&P 500
1 Year Est. Return
+17.71%
AUM
$731M
AUM Growth
+$24.3M
(+3.4%)
Holding
338
Top Buys
| 1 | +$7.97M | |
| 2 | +$3.95M | |
| 3 | +$2.76M | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$2.24M |
| 5 |
AB Tax-Aware Intermediate Municipal ETF
TAFM
|
+$2.18M |
Top Sells
| 1 | +$1.34M | |
| 2 | +$1.23M | |
| 3 | +$1.14M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.1M |
| 5 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.06M |
Sector Composition
| 1 | Technology | 10.24% |
| 2 | Financials | 4.19% |
| 3 | Communication Services | 3.35% |
| 4 | Industrials | 3.04% |
| 5 | Healthcare | 2.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Tapestry
TPR
$29B
| – | – |
-1,780
|
|
||
327
ProShares UltraPro QQQ
TQQQ
$39.2B
| – | – |
-15,004
|
|
||
328
Texas Instruments
TXN
$294B
| – | – |
-1,136
|
|
||
|
TE
329
T1 Energy Inc
TE
$2.61B
| – | – |
-20,626
|
|
||
|
ONC
330
BeOne Medicines Ltd
ONC
$28B
| – | – |
-671
|
|
||
331
D.R. Horton
DHI
$44.8B
| – | – |
-1,200
|
|
||
332
Emcor
EME
$37.2B
| – | – |
-604
|
|
||
333
EOG Resources
EOG
$69.2B
| – | – |
-1,998
|
|
||
334
Freeport-McMoran
FCX
$98.7B
| – | – |
-5,565
|
|