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
$199M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$3.02M
2 +$1.96M
3 +$1.32M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.26M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.15M

Sector Composition

1 Technology 13.94%
2 Healthcare 5.68%
3 Consumer Discretionary 3.89%
4 Financials 3.86%
5 Communication Services 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,707
177
-6,009
178
-1,272