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FNWA

Financial Network Wealth Advisors Portfolio holdings

AUM $97.7M
1-Year Est. Return 14.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.4M
AUM Growth
+$9.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$478K
3
+$360K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$354K
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$342K

Top Sells

1
+$1.05M
2
+$497K
3
+$379K
4
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$305K
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$295K

Sector Composition

1 Technology 9.63%
2 Healthcare 4.08%
3 Financials 3.6%
4 Consumer Discretionary 3.47%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$56.2K 0.06%
1,348
252
$56.1K 0.06%
1,112
253
$55.7K 0.06%
+686
254
$55.3K 0.06%
1,409
-37
255
$55.2K 0.06%
1,400
-114
256
$55.2K 0.06%
287
+40
257
$55.1K 0.06%
554
+20
258
$55K 0.06%
765
-117
259
$55K 0.06%
1,682
+700
260
$54.8K 0.06%
1,439
261
$54.1K 0.06%
1,059
+1,013
262
$52.3K 0.06%
174
+3
263
$52.2K 0.06%
1,635
+749
264
$52.1K 0.06%
+315
265
$51.6K 0.06%
657
+39
266
$50.6K 0.06%
214
267
$49.9K 0.05%
88
-14
268
$49.8K 0.05%
1,455
269
$49.7K 0.05%
418
+8
270
$49.5K 0.05%
465
+212
271
$49.4K 0.05%
729
+138
272
$49.2K 0.05%
82
+8
273
$48.3K 0.05%
375
274
$47.3K 0.05%
149
-12
275
$47.2K 0.05%
11
9 10
11
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