FWA
FSM Wealth Advisors Portfolio holdings
AUM $445M
AUM
$445M
AUM Growth
+$36.1M (+9%)
Cap. Flow
+$49.3M
Cap. Flow % of AUM
11.1%
Top 10 Holdings %Top 10 Hldgs %
46.56%
Holding
220
New
28
Increased
144
Reduced
30
Closed
9
Top Buys
| 1 | $11.4M | |
| 2 | $5.99M | |
| 3 | $2.9M | |
| 4 | $2.45M | |
| 5 | $2.05M |
Top Sells
| 1 | $1.19M | |
| 2 | $961K | |
| 3 | $930K | |
| 4 | $319K | |
| 5 | $180K |
Sector Composition
| 1 | Technology | 9.12% |
| 2 | Financials | 3.59% |
| 3 | Healthcare | 3.28% |
| 4 | Industrials | 2.98% |
| 5 | Communication Services | 2.24% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $408K | 0.09% | 1,673 +175 | +12% | +$42.7K | |||
| $403K | 0.09% | 1,319 +169 | +15% | +$51.6K | |||
| $401K | 0.09% | 6,205 +570 | +10% | +$36.9K | |||
| $397K | 0.09% | 10,755 +1,501 | +16% | +$55.4K | |||
| $396K | 0.09% | 4,697 +898 | +24% | +$75.8K | |||
| $396K | 0.09% | 651 +61 | +10% | +$37.1K | |||
| $394K | 0.09% | 1,525 +635 | +71% | +$164K | |||
| $394K | 0.09% | 5,671 +277 | +5% | +$19.2K | |||
| $392K | 0.09% | 5,772 +418 | +8% | +$28.4K | |||
| $389K | 0.09% | 1,450 +229 | +19% | +$61.5K | |||
| $385K | 0.09% | 6,064 +774 | +15% | +$49.1K | |||
| $375K | 0.08% | 1,202 +123 | +11% | +$38.4K | |||
| $367K | 0.08% | 5,123 +1,217 | +31% | +$87.2K | |||
| $364K | 0.08% | 9,011 -17 | -0.2% | -$687 | |||
| $358K | 0.08% | 1,573 -282 | -15% | -$64.2K | |||
| $352K | 0.08% | 6,218 | New | +$352K | |||
| $343K | 0.08% | 2,870 | New | +$343K | |||
| $342K | 0.08% | 2,959 | New | +$342K | |||
| $341K | 0.08% | 1,618 +131 | +9% | +$27.6K | |||
| $338K | 0.08% | 8,580 | New | +$338K | |||
| $328K | 0.07% | 1,924 +704 | +58% | +$120K | |||
| $325K | 0.07% | 1,497 +72 | +5% | +$15.6K | |||
| $323K | 0.07% | 1,459 +616 | +73% | +$137K | |||
| $319K | 0.07% | 686 +167 | +32% | +$77.8K | |||
| $316K | 0.07% | 4,369 +7 | +0.2% | +$506 |
