FNWA

Financial Network Wealth Advisors Portfolio holdings

AUM $91.4M
1-Year Est. Return 12.5%
This Quarter Est. Return
1 Year Est. Return
+12.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.46M
3
+$804K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$725K
5
CSMD icon
Congress SMid Growth ETF
CSMD
+$660K

Top Sells

1
+$1.26M
2
+$981K
3
+$935K
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$903K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$769K

Sector Composition

1 Technology 9.35%
2 Financials 6.23%
3 Healthcare 3.75%
4 Consumer Discretionary 3.64%
5 Industrials 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$95.4K 0.07%
+928
227
$94.7K 0.07%
+2,228
228
$94.2K 0.07%
+1,595
229
$93.9K 0.07%
+119
230
$93.6K 0.07%
+2,409
231
$92.9K 0.07%
+855
232
$91.9K 0.07%
+1,291
233
$91.2K 0.07%
+3,211
234
$90K 0.07%
+327
235
$87.2K 0.07%
+3,556
236
$86.9K 0.07%
+732
237
$86.2K 0.06%
+2,252
238
$85.8K 0.06%
+370
239
$84.6K 0.06%
+1,775
240
$84.5K 0.06%
+871
241
$83.7K 0.06%
+454
242
$83.5K 0.06%
+3,194
243
$82.8K 0.06%
+81
244
$82.5K 0.06%
+417
245
$81.9K 0.06%
+419
246
$81K 0.06%
+2,552
247
$80.6K 0.06%
+1,924
248
$80K 0.06%
+27
249
$79.3K 0.06%
+2,720
250
$79.3K 0.06%
+403
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