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
376
$24.9K 0.02%
+887
377
$24.9K 0.02%
+184
378
$24.8K 0.02%
+1,000
379
$24.7K 0.02%
+15
380
$24.5K 0.02%
+300
381
$24.2K 0.02%
+225
382
$24.2K 0.02%
+78
383
$24K 0.02%
+268
384
$23.9K 0.02%
+100
385
$23.5K 0.02%
+930
386
$23.4K 0.02%
+79
387
$23.3K 0.02%
+721
388
$22.4K 0.02%
+314
389
$22.3K 0.02%
+83
390
$22.3K 0.02%
+250
391
$21.8K 0.02%
+42
392
$21.8K 0.02%
+223
393
$21.6K 0.02%
+444
394
$21.6K 0.02%
+250
395
$21.4K 0.02%
+242
396
$21.4K 0.02%
+1,197
397
$21.3K 0.02%
+119
398
$21.2K 0.02%
+71
399
$21.1K 0.02%
+3,708
400
$21.1K 0.02%
+221
14 15
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