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
101
$364K 0.15%
3,792
-172
102
$363K 0.15%
776
-31
103
$358K 0.15%
9,770
+929
104
$357K 0.15%
9,468
+1,960
105
$354K 0.15%
6,168
+2,519
106
$352K 0.15%
1,829
107
$352K 0.15%
6,086
+8
108
$349K 0.15%
4,337
+3
109
$337K 0.14%
1,934
+4
110
$326K 0.14%
2,112
-118
111
$316K 0.13%
1,757
-27
112
$315K 0.13%
1,062
+6
113
$306K 0.13%
3,912
114
$300K 0.13%
8,639
+75
115
$298K 0.13%
15,300
116
$294K 0.13%
1,615
-71
117
$292K 0.12%
3,101
-65
118
$290K 0.12%
15,000
119
$288K 0.12%
5,611
+157
120
$282K 0.12%
6,313
-501
121
$280K 0.12%
+1,395
122
$276K 0.12%
1,398
-646
123
$273K 0.12%
1,685
+10
124
$263K 0.11%
3,740
+215
125
$255K 0.11%
9,443
+111
3 4
5
6 7