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
451
$1.19K ﹤0.01%
12
-173
452
$1.18K ﹤0.01%
23
-181
453
$1.17K ﹤0.01%
+14
454
$1.17K ﹤0.01%
30
+1
455
$1.16K ﹤0.01%
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-10
456
$1.14K ﹤0.01%
8
+1
457
$1.13K ﹤0.01%
18
-901
458
$1.13K ﹤0.01%
6
+1
459
$1.1K ﹤0.01%
9
-67
460
$1.09K ﹤0.01%
37
-303
461
$1.06K ﹤0.01%
21
-191
462
$1.05K ﹤0.01%
41
-383
463
$1.04K ﹤0.01%
5
-22
464
$1.03K ﹤0.01%
25
-300
465
$1.02K ﹤0.01%
9
-271
466
$946 ﹤0.01%
16
467
$882 ﹤0.01%
5
-22
468
$882 ﹤0.01%
23
-186
469
$864 ﹤0.01%
6
470
$830 ﹤0.01%
+9
471
$826 ﹤0.01%
23
-3
472
$825 ﹤0.01%
44
-302
473
$712 ﹤0.01%
3
474
$639 ﹤0.01%
32
475
$633 ﹤0.01%
11
17 18
19
20 21