FWA
FSM Wealth Advisors Portfolio holdings
AUM
$615M
This Quarter Return
-13.6%
1 Year Return
+13.43%
3 Year Return
+55.1%
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.9%
Holding
113
New
113
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$5.29M |
| 2 |
Apple
AAPL
|
$4.28M |
| 3 |
Vanguard Total World Stock ETF
VT
|
$4.17M |
| 4 |
Microsoft
MSFT
|
$3.87M |
| 5 |
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% |
