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

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
151
$203K 0.09%
+129
152
$203K 0.09%
+2,658
153
$185K 0.08%
+11,028
154
$24.2K 0.01%
1
155
-14,098
156
-4,074
157
-7,512
158
-2,198
159
-2,869
160
-3,429
161
-8,455