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
76
$331K 0.33%
+15,811
77
$330K 0.33%
+5,166
78
$320K 0.32%
+1,057
79
$318K 0.31%
+3,701
80
$316K 0.31%
+1,858
81
$316K 0.31%
+3,372
82
$313K 0.31%
+1,550
83
$305K 0.3%
+7,439
84
$294K 0.29%
+4,779
85
$293K 0.29%
+15,000
86
$284K 0.28%
+886
87
$283K 0.28%
+3,299
88
$279K 0.28%
+4,068
89
$276K 0.27%
+1,077
90
$271K 0.27%
+3,670
91
$267K 0.26%
+758
92
$266K 0.26%
+2,243
93
$264K 0.26%
+2,451
94
$254K 0.25%
+475
95
$253K 0.25%
+1,837
96
$252K 0.25%
+7,523
97
$248K 0.25%
+1,072
98
$240K 0.24%
+4,874
99
$235K 0.23%
+1,115
100
$234K 0.23%
+893
1 2 3
4
5