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
$53.8M
AUM Growth
-$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$522K
2
+$295K
3
+$268K
4
CSMD icon
Congress SMid Growth ETF
CSMD
+$208K
5
GJUL icon
FT Vest US Equity Moderate Buffer ETF July
GJUL
+$183K

Top Sells

1
+$8.57M
2
+$1.94M
3
+$1.71M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.33M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.31M

Sector Composition

1 Technology 11.22%
2 Consumer Discretionary 4.24%
3 Healthcare 3.81%
4 Financials 3.13%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$29.1K 0.05%
60
-72
252
$28.9K 0.05%
+354
253
$28.8K 0.05%
458
254
$28.6K 0.05%
145
-546
255
$27.9K 0.05%
200
-186
256
$27.1K 0.05%
1,029
-263
257
$25.5K 0.05%
528
-159
258
$25.1K 0.05%
563
-146
259
$24.9K 0.05%
1,606
-1,473
260
$24.6K 0.05%
721
261
$23.1K 0.04%
100
-3
262
$22.9K 0.04%
300
263
$22.8K 0.04%
217
264
$22.1K 0.04%
+357
265
$21.8K 0.04%
476
-560
266
$21.7K 0.04%
65
-144
267
$21.2K 0.04%
499
-1,643
268
$20.6K 0.04%
85
-285
269
$20.5K 0.04%
300
270
$20.4K 0.04%
+792
271
$20.2K 0.04%
468
-177
272
$20K 0.04%
+572
273
$19.5K 0.04%
+765
274
$19.2K 0.04%
6
-24
275
$19.1K 0.04%
612
-555
9 10
11
12 13