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
301
$10.5K 0.02%
424
-1,622
302
$10.2K 0.02%
270
-68
303
$10.2K 0.02%
62
304
$9.78K 0.02%
29
305
$9.74K 0.02%
556
-139
306
$9.65K 0.02%
45
307
$9.61K 0.02%
127
+75
308
$9.6K 0.02%
183
-590
309
$9.5K 0.02%
29
-102
310
$9.49K 0.02%
120
+15
311
$9.44K 0.02%
131
+30
312
$9.3K 0.02%
71
-185
313
$9.1K 0.02%
22
-109
314
$8.94K 0.02%
+170
315
$8.88K 0.02%
600
316
$8.75K 0.02%
403
-13,385
317
$8.47K 0.02%
47
-50
318
$8.37K 0.02%
30
+2
319
$8.33K 0.02%
904
-240
320
$8.23K 0.02%
751
-213
321
$8.11K 0.02%
380
-25
322
$8.11K 0.02%
414
-2,163
323
$8.1K 0.02%
668
-179
324
$8.01K 0.01%
27
-271
325
$7.98K 0.01%
+436
11 12
13
14 15