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
301
$51.8K 0.04%
+1,756
302
$51.6K 0.04%
+254
303
$51.4K 0.04%
+3,079
304
$51K 0.04%
+216
305
$50.5K 0.04%
+1,312
306
$50.2K 0.04%
+849
307
$49.4K 0.04%
+102
308
$49.1K 0.04%
+220
309
$48.6K 0.04%
+2,170
310
$48.4K 0.04%
+1,305
311
$48.1K 0.04%
+368
312
$48K 0.04%
+1,677
313
$47K 0.04%
+484
314
$46.9K 0.04%
+856
315
$46.8K 0.04%
+1,598
316
$46.8K 0.04%
+350
317
$46.3K 0.03%
+298
318
$46.3K 0.03%
+142
319
$45.9K 0.03%
+731
320
$45.3K 0.03%
+1,091
321
$44.5K 0.03%
+671
322
$43.1K 0.03%
+1,093
323
$43K 0.03%
+522
324
$42.6K 0.03%
+1,332
325
$42.4K 0.03%
+296
11 12
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