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
$235M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.82M
3
+$1.68M
4
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$1.29M
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$1.22M

Top Sells

1
+$560K
2
+$430K
3
+$357K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$299K
5
LEN icon
Lennar Class A
LEN
+$239K

Sector Composition

1 Technology 11.84%
2 Healthcare 4.53%
3 Financials 3.64%
4 Industrials 3.44%
5 Consumer Discretionary 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$550K 0.23%
1,838
-7
77
$532K 0.23%
2,355
+14
78
$526K 0.22%
2,508
-237
79
$524K 0.22%
5,140
-730
80
$523K 0.22%
18,172
+5
81
$517K 0.22%
13,886
+6
82
$497K 0.21%
10,899
+1,627
83
$492K 0.21%
1,950
+28
84
$492K 0.21%
8,884
+302
85
$483K 0.21%
4,869
-280
86
$482K 0.21%
1,131
-20
87
$475K 0.2%
5,648
+125
88
$471K 0.2%
622
-29
89
$458K 0.19%
7,055
-1,476
90
$427K 0.18%
9,728
+970
91
$417K 0.18%
2,791
+523
92
$415K 0.18%
3,173
+278
93
$412K 0.18%
3,208
+13
94
$412K 0.18%
1,851
+1
95
$411K 0.17%
5,677
-156
96
$409K 0.17%
6,068
-278
97
$393K 0.17%
2,401
+29
98
$386K 0.16%
1,242
+292
99
$373K 0.16%
1,659
+126
100
$370K 0.16%
5,497
-325
2 3
4
5 6