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
351
$5.26K 0.01%
57
-1,386
352
$5.17K 0.01%
14
+3
353
$5.15K 0.01%
9
-12
354
$5.11K 0.01%
22
-429
355
$4.94K 0.01%
26
356
$4.87K 0.01%
59
-31
357
$4.79K 0.01%
9
-31
358
$4.49K 0.01%
24
+7
359
$4.42K 0.01%
16
+2
360
$4.32K 0.01%
29
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361
$4.32K 0.01%
39
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362
$4.22K 0.01%
18
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363
$4.21K 0.01%
14
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364
$3.98K 0.01%
+200
365
$3.95K 0.01%
62
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366
$3.91K 0.01%
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$3.91K 0.01%
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368
$3.88K 0.01%
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369
$3.84K 0.01%
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370
$3.82K 0.01%
51
-10
371
$3.81K 0.01%
113
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372
$3.79K 0.01%
39
-18
373
$3.76K 0.01%
28
-20
374
$3.62K 0.01%
+21
375
$3.58K 0.01%
50
+1
13 14
15
16 17