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
$298M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1 +$1.8M
2 +$1.47M
3 +$1.28M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.21M
5
JAVA icon
JPMorgan Active Value ETF
JAVA
+$1.13M

Sector Composition

1 Technology 11.71%
2 Healthcare 3.58%
3 Financials 3.19%
4 Industrials 3.04%
5 Communication Services 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$213K 0.07%
1,574
-40
152
$208K 0.07%
2,570
153
$206K 0.07%
1,473
-411
154
$205K 0.07%
+249
155
$203K 0.07%
1,614
-113
156
$201K 0.07%
+4,132
157
$201K 0.07%
602
+17
158
-6,661
159
-1,445
160
-1,436
161
-1,249
162
-6,344
163
-437
164
-2,503
165
-4,447
166
-1,641
167
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168
-1
169
-15,000
170
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