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
326
$7.74K 0.01%
100
327
$7.54K 0.01%
209
328
$7.53K 0.01%
605
-96
329
$7.45K 0.01%
68
330
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27
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331
$7.32K 0.01%
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-12
332
$7.3K 0.01%
142
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333
$7.24K 0.01%
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334
$7.18K 0.01%
21
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335
$6.74K 0.01%
+73
336
$6.72K 0.01%
555
-98
337
$6.62K 0.01%
36
338
$6.61K 0.01%
+173
339
$6.45K 0.01%
65
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340
$6.31K 0.01%
19
341
$6.25K 0.01%
847
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$6.1K 0.01%
894
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$5.93K 0.01%
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$5.88K 0.01%
119
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345
$5.81K 0.01%
96
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346
$5.76K 0.01%
12
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347
$5.7K 0.01%
8
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348
$5.63K 0.01%
72
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349
$5.37K 0.01%
+173
350
$5.31K 0.01%
70
-440
12 13
14
15 16