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
101
$231K 0.23%
+4,926
102
$230K 0.23%
+1,805
103
$226K 0.22%
+1,653
104
$225K 0.22%
+1,145
105
$221K 0.22%
+4,953
106
$215K 0.21%
+1,620
107
$211K 0.21%
+2,875
108
$209K 0.21%
+1,109
109
$203K 0.2%
+2,309
110
$202K 0.2%
+1,365
111
$201K 0.2%
+1,542
112
$200K 0.2%
+13,946
113
– –
0
1 2 3 4
5