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
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.28M
3
+$4.17M
4
MSFT icon
Microsoft
MSFT
+$3.87M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$3.68M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.26%
2 Healthcare 8.25%
3 Financials 6.01%
4 Consumer Discretionary 4.94%
5 Communication Services 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.29M 5.23%
+25,432
2
$4.28M 4.23%
+25,938
3
$4.17M 4.13%
+45,546
4
$3.87M 3.84%
+13,821
5
$3.68M 3.65%
+54,390
6
$3M 2.97%
+59,595
7
$2.38M 2.36%
+23,305
8
$2.25M 2.22%
+23,228
9
$2.17M 2.15%
+52,365
10
$2.15M 2.13%
+10,070
11
$2.09M 2.07%
+45,164
12
$2.02M 2%
+40,342
13
$2.02M 2%
+344,400
14
$1.99M 1.97%
+4,790
15
$1.83M 1.81%
+3,411
16
$1.8M 1.79%
+16,722
17
$1.56M 1.54%
+2,878
18
$1.55M 1.54%
+94,586
19
$1.54M 1.53%
+261,080
20
$1.49M 1.47%
+31,617
21
$1.47M 1.45%
+5,012
22
$1.46M 1.45%
+28,863
23
$1.45M 1.44%
+5,717
24
$1.42M 1.41%
+10,199
25
$1.39M 1.38%
+3,205
1
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