FNWA

Financial Network Wealth Advisors Portfolio holdings

AUM $96M
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.2M
AUM Growth
+$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$844K
3
+$567K
4
SNA icon
Snap-on
SNA
+$320K
5
RTX icon
RTX Corp
RTX
+$260K

Top Sells

1
+$1.72M
2
+$745K
3
+$361K
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$271K
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$146K

Sector Composition

1 Technology 9.73%
2 Healthcare 4.35%
3 Financials 3.97%
4 Consumer Discretionary 3.69%
5 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$10.8K 0.01%
1,000
427
$10.8K 0.01%
53
+8
428
$10.8K 0.01%
139
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429
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187
430
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207
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$10.6K 0.01%
332
432
$10.6K 0.01%
99
433
$10.5K 0.01%
150
+1
434
$10.4K 0.01%
425
435
$10.3K 0.01%
70
436
$10.2K 0.01%
29
437
$10.2K 0.01%
1,106
+202
438
$9.98K 0.01%
39
439
$9.86K 0.01%
134
440
$9.84K 0.01%
43
441
$9.82K 0.01%
268
-2
442
$9.76K 0.01%
60
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443
$9.66K 0.01%
294
444
$9.45K 0.01%
18
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445
$9.41K 0.01%
248
446
$9.4K 0.01%
21
+3
447
$9.39K 0.01%
+158
448
$9.32K 0.01%
124
449
$9.29K 0.01%
+88
450
$9.2K 0.01%
13
16 17
18
19 20