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
276
$18.7K 0.03%
11
-4
277
$17.8K 0.03%
310
-2,110
278
$17.2K 0.03%
349
-3,777
279
$16.5K 0.03%
265
280
$15.8K 0.03%
950
-5,323
281
$15.7K 0.03%
94
-248
282
$15.1K 0.03%
402
-1,270
283
$14.1K 0.03%
35
-8
284
$14K 0.03%
+116
285
$13.9K 0.03%
36
-197
286
$13.8K 0.03%
197
-45
287
$13.8K 0.03%
58
-3
288
$13.6K 0.03%
382
-1,689
289
$13.1K 0.02%
405
290
$12.7K 0.02%
22
-10
291
$12.5K 0.02%
297
-18,161
292
$12.4K 0.02%
380
293
$12.1K 0.02%
114
-1,077
294
$12K 0.02%
483
-200
295
$11.8K 0.02%
553
296
$11.3K 0.02%
187
-294
297
$11.2K 0.02%
87
-286
298
$10.7K 0.02%
243
-1,563
299
$10.7K 0.02%
+345
300
$10.5K 0.02%
+994
10 11
12
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