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
376
$3.49K 0.01%
47
-278
377
$3.43K 0.01%
17
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378
$3.41K 0.01%
29
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379
$3.39K 0.01%
15
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380
$3.29K 0.01%
121
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381
$3.23K 0.01%
35
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382
$3.03K 0.01%
+33
383
$2.88K 0.01%
54
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384
$2.87K 0.01%
+82
385
$2.8K 0.01%
33
-26
386
$2.79K 0.01%
15
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387
$2.77K 0.01%
31
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388
$2.65K ﹤0.01%
14
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389
$2.6K ﹤0.01%
15
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390
$2.57K ﹤0.01%
100
391
$2.54K ﹤0.01%
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$2.42K ﹤0.01%
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$2.42K ﹤0.01%
13
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395
$2.33K ﹤0.01%
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$2.29K ﹤0.01%
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$2.29K ﹤0.01%
12
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$2.27K ﹤0.01%
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399
$2.13K ﹤0.01%
6
400
$2.12K ﹤0.01%
5
-8
14 15
16
17 18