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
$199M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.96M
3
+$1.32M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.26M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.15M

Top Sells

1
+$552K
2
+$544K
3
+$509K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$473K
5
BND icon
Vanguard Total Bond Market
BND
+$444K

Sector Composition

1 Technology 13.94%
2 Healthcare 5.68%
3 Consumer Discretionary 3.89%
4 Financials 3.86%
5 Communication Services 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$532K 0.27%
8,514
+2,025
77
$531K 0.27%
1,208
+244
78
$529K 0.27%
2,161
-461
79
$526K 0.26%
1,322
+105
80
$520K 0.26%
5,356
-530
81
$509K 0.26%
7,180
+332
82
$498K 0.25%
14,281
83
$497K 0.25%
1,022
84
$492K 0.25%
1,797
85
$478K 0.24%
6,280
+1,756
86
$476K 0.24%
2,476
-195
87
$465K 0.23%
5,244
-171
88
$457K 0.23%
3,824
+379
89
$435K 0.22%
8,313
-5
90
$429K 0.22%
3,996
-94
91
$428K 0.21%
1,866
+3
92
$424K 0.21%
1,440
+64
93
$418K 0.21%
+2,920
94
$417K 0.21%
591
+171
95
$417K 0.21%
9,272
+23
96
$414K 0.21%
6,592
+1,195
97
$397K 0.2%
3,967
-76
98
$397K 0.2%
8,508
+58
99
$390K 0.2%
6,012
+1,621
100
$379K 0.19%
+2,227
2 3
4
5 6