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
276
$43.6K 0.05%
1,183
277
$42.1K 0.05%
524
+58
278
$41.8K 0.05%
1,073
-552
279
$41K 0.05%
414
280
$40.8K 0.05%
691
+9
281
$40.8K 0.05%
580
282
$40.8K 0.05%
11
+1
283
$40.8K 0.05%
+74
284
$40.6K 0.05%
403
-24
285
$40.4K 0.05%
824
+41
286
$40.4K 0.05%
243
287
$40.4K 0.05%
364
288
$40.1K 0.05%
499
289
$39K 0.05%
125
-40
290
$38.5K 0.05%
710
291
$38.2K 0.05%
1,331
-100
292
$37.5K 0.05%
591
+215
293
$37.5K 0.05%
494
294
$37.4K 0.05%
1,444
295
$36.9K 0.04%
667
296
$36.7K 0.04%
212
297
$36.6K 0.04%
79
298
$36.5K 0.04%
917
-243
299
$36.4K 0.04%
202
+13
300
$36K 0.04%
303
-66
10 11
12
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