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
276
$65.1K 0.05%
+375
277
$62.9K 0.05%
+633
278
$62.8K 0.05%
+1,841
279
$62.6K 0.05%
+2,616
280
$62.3K 0.05%
+1,746
281
$61.9K 0.05%
+110
282
$60.7K 0.05%
+135
283
$60K 0.04%
+370
284
$59.5K 0.04%
+1,083
285
$58.9K 0.04%
+4,700
286
$58.5K 0.04%
+1,064
287
$58.5K 0.04%
+120
288
$57.4K 0.04%
+818
289
$56.7K 0.04%
+500
290
$56.2K 0.04%
+426
291
$54.6K 0.04%
+671
292
$54.6K 0.04%
+1,532
293
$54.5K 0.04%
+1,315
294
$54.5K 0.04%
+146
295
$54.3K 0.04%
+361
296
$54.3K 0.04%
+912
297
$54K 0.04%
+340
298
$53.5K 0.04%
+1,340
299
$53.4K 0.04%
+1,363
300
$51.9K 0.04%
+659
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