FNWA

Financial Network Wealth Advisors Portfolio holdings

AUM $96M
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.2M
AUM Growth
+$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$844K
3
+$567K
4
SNA icon
Snap-on
SNA
+$320K
5
RTX icon
RTX Corp
RTX
+$260K

Top Sells

1
+$1.72M
2
+$745K
3
+$361K
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$271K
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$146K

Sector Composition

1 Technology 9.73%
2 Healthcare 4.35%
3 Financials 3.97%
4 Consumer Discretionary 3.69%
5 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$53.9K 0.07%
1,348
252
$53.8K 0.07%
1,169
253
$53.1K 0.06%
534
+11
254
$52.9K 0.06%
618
255
$52.5K 0.06%
1,439
+867
256
$52.1K 0.06%
1,514
+3
257
$52K 0.06%
969
258
$50.4K 0.06%
1,112
259
$50.2K 0.06%
284
+49
260
$50.1K 0.06%
356
261
$49.8K 0.06%
161
+18
262
$49.7K 0.06%
1,036
263
$49.6K 0.06%
1,351
+555
264
$49.6K 0.06%
139
265
$49.2K 0.06%
214
+17
266
$48.5K 0.06%
1,455
267
$48K 0.06%
3,445
268
$47K 0.06%
121
+7
269
$46.9K 0.06%
142
-19
270
$46.9K 0.06%
1,343
+1,182
271
$46.9K 0.06%
1,274
+1,177
272
$45K 0.05%
165
+11
273
$44.8K 0.05%
410
-16
274
$44.6K 0.05%
4,240
+248
275
$44K 0.05%
171
9 10
11
12 13