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
401
$20.9K 0.02%
+114
402
$20.8K 0.02%
+476
403
$20.8K 0.02%
+950
404
$20.5K 0.02%
+406
405
$20.4K 0.02%
+1,000
406
$19.7K 0.01%
+800
407
$19.6K 0.01%
+92
408
$19.1K 0.01%
+555
409
$19K 0.01%
+132
410
$18.5K 0.01%
+154
411
$18.5K 0.01%
+122
412
$18.4K 0.01%
+12
413
$18.1K 0.01%
+530
414
$17.8K 0.01%
+281
415
$17.5K 0.01%
+41
416
$17.4K 0.01%
+203
417
$17.3K 0.01%
+300
418
$17.2K 0.01%
+531
419
$17.2K 0.01%
+270
420
$17.2K 0.01%
+315
421
$17.1K 0.01%
+381
422
$17K 0.01%
+586
423
$16.9K 0.01%
+606
424
$16.4K 0.01%
+298
425
$16.3K 0.01%
+94
15 16
17
18 19