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
426
$16.3K 0.01%
+110
427
$15.9K 0.01%
+100
428
$15.9K 0.01%
+34
429
$15.8K 0.01%
+204
430
$15.7K 0.01%
+136
431
$15.5K 0.01%
+265
432
$15.3K 0.01%
+80
433
$14.7K 0.01%
+462
434
$14.7K 0.01%
+783
435
$14.5K 0.01%
+37
436
$14.5K 0.01%
+87
437
$14.5K 0.01%
+175
438
$14.3K 0.01%
+35
439
$14.3K 0.01%
+500
440
$14.2K 0.01%
+83
441
$14.2K 0.01%
+368
442
$14.1K 0.01%
+403
443
$14K 0.01%
+10
444
$13.9K 0.01%
+146
445
$13.6K 0.01%
+90
446
$13.3K 0.01%
+335
447
$13.3K 0.01%
+380
448
$13.2K 0.01%
+127
449
$13.2K 0.01%
+30
450
$13.1K 0.01%
+171
16 17
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