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
426
$1.54K ﹤0.01%
14
-69
427
$1.51K ﹤0.01%
17
-57
428
$1.51K ﹤0.01%
10
-14
429
$1.51K ﹤0.01%
15
-584
430
$1.5K ﹤0.01%
39
-325
431
$1.46K ﹤0.01%
15
-2
432
$1.45K ﹤0.01%
85
-708
433
$1.4K ﹤0.01%
24
-70
434
$1.4K ﹤0.01%
+233
435
$1.4K ﹤0.01%
3
+1
436
$1.39K ﹤0.01%
8
437
$1.39K ﹤0.01%
29
+1
438
$1.38K ﹤0.01%
40
439
$1.38K ﹤0.01%
+11
440
$1.33K ﹤0.01%
37
-5
441
$1.32K ﹤0.01%
+9
442
$1.31K ﹤0.01%
10
-60
443
$1.3K ﹤0.01%
5
444
$1.27K ﹤0.01%
6
-6
445
$1.26K ﹤0.01%
3
-11
446
$1.25K ﹤0.01%
6
-27
447
$1.25K ﹤0.01%
+5
448
$1.23K ﹤0.01%
18
449
$1.23K ﹤0.01%
4
-2
450
$1.22K ﹤0.01%
5
-8
16 17
18
19 20