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
251
$79.2K 0.06%
+1,312
252
$77.8K 0.06%
+468
253
$77.5K 0.06%
+1,075
254
$76K 0.06%
+230
255
$75.5K 0.06%
+415
256
$75.1K 0.06%
+2,516
257
$74.7K 0.06%
+2,140
258
$73.4K 0.05%
+1,156
259
$72.3K 0.05%
+1,102
260
$72.3K 0.05%
+451
261
$71.4K 0.05%
+962
262
$71.2K 0.05%
+565
263
$69.6K 0.05%
+1,513
264
$69.2K 0.05%
+3,937
265
$68.5K 0.05%
+1,409
266
$67.9K 0.05%
+623
267
$67.8K 0.05%
+144
268
$67.7K 0.05%
+596
269
$67.4K 0.05%
+1,027
270
$67.4K 0.05%
+880
271
$67.2K 0.05%
+290
272
$67.1K 0.05%
+5,623
273
$66.8K 0.05%
+313
274
$65.6K 0.05%
+305
275
$65.5K 0.05%
+1,957
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