FWA

FSM Wealth Advisors Portfolio holdings

AUM $731M
1-Year Est. Return 16.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
-$570K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.61M
3
+$1.82M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.58M
5
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$1.04M

Top Sells

1
+$492K
2
+$465K
3
+$460K
4
ADBE icon
Adobe
ADBE
+$442K
5
AAPL icon
Apple
AAPL
+$374K

Sector Composition

1 Technology 11.75%
2 Healthcare 5.12%
3 Financials 3.92%
4 Industrials 3.55%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
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