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
351
$33.4K 0.03%
+130
352
$33.2K 0.02%
+1,056
353
$32.5K 0.02%
+285
354
$31.6K 0.02%
+1,000
355
$31.3K 0.02%
+502
356
$30.3K 0.02%
+275
357
$30.2K 0.02%
+558
358
$29.6K 0.02%
+224
359
$29.6K 0.02%
+709
360
$29.4K 0.02%
+338
361
$29.4K 0.02%
+145
362
$29.2K 0.02%
+335
363
$29K 0.02%
+122
364
$28.3K 0.02%
+516
365
$28.2K 0.02%
+687
366
$27.6K 0.02%
+137
367
$27.2K 0.02%
+458
368
$27.1K 0.02%
+112
369
$26.8K 0.02%
+300
370
$26.8K 0.02%
+645
371
$26.3K 0.02%
+850
372
$25.8K 0.02%
+315
373
$25.7K 0.02%
+160
374
$25.5K 0.02%
+284
375
$25.2K 0.02%
+86
13 14
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