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
126
$255K 0.11%
502
-88
127
$254K 0.11%
1,596
+117
128
$252K 0.11%
+2,746
129
$251K 0.11%
2,075
-1,262
130
$250K 0.11%
531
+4
131
$250K 0.11%
543
+11
132
$249K 0.11%
4,435
+144
133
$243K 0.1%
1,300
-146
134
$242K 0.1%
7,186
-573
135
$239K 0.1%
2,302
-61
136
$239K 0.1%
+1,453
137
$237K 0.1%
1,475
+15
138
$237K 0.1%
1,844
-248
139
$236K 0.1%
+1,659
140
$234K 0.1%
+1,190
141
$230K 0.1%
+3,858
142
$229K 0.1%
+9,248
143
$228K 0.1%
+2,146
144
$228K 0.1%
+4,529
145
$226K 0.1%
+4,058
146
$219K 0.09%
1,154
-10
147
$215K 0.09%
+4,048
148
$212K 0.09%
+908
149
$205K 0.09%
+4,447
150
$204K 0.09%
+1,572
3 4 5
6
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