FWA

FSM Wealth Advisors Portfolio holdings

AUM $707M
1-Year Est. Return 14.31%
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.28M
3
+$4.17M
4
MSFT icon
Microsoft
MSFT
+$3.87M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$3.68M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.26%
2 Healthcare 8.25%
3 Financials 6.01%
4 Consumer Discretionary 4.94%
5 Communication Services 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 1.37%
+5,080
27
$1.33M 1.32%
+23,042
28
$1.27M 1.26%
+11,700
29
$1.24M 1.23%
+3,986
30
$1.23M 1.22%
+74,044
31
$1.16M 1.15%
+23,973
32
$1.11M 1.1%
+26,050
33
$1.09M 1.08%
+7,362
34
$1.02M 1.01%
+13,385
35
$972K 0.96%
+3,132
36
$938K 0.93%
+8,202
37
$930K 0.92%
+35,852
38
$881K 0.87%
+5,065
39
$675K 0.67%
+3,964
40
$674K 0.67%
+1,564
41
$655K 0.65%
+5,209
42
$653K 0.65%
+5,730
43
$635K 0.63%
+11,630
44
$633K 0.63%
+12,765
45
$627K 0.62%
+2,622
46
$609K 0.6%
+5,903
47
$607K 0.6%
+2,524
48
$596K 0.59%
+13,246
49
$589K 0.58%
+6,463
50
$587K 0.58%
+4,041
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