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
451
$9.15K 0.01%
+217
452
$9.13K 0.01%
38
453
$9.04K 0.01%
+143
454
$8.98K 0.01%
439
455
$8.91K 0.01%
158
456
$8.82K 0.01%
300
457
$8.75K 0.01%
40
-36
458
$8.7K 0.01%
+16
459
$8.68K 0.01%
668
460
$8.52K 0.01%
+117
461
$8.36K 0.01%
556
462
$8.36K 0.01%
403
463
$8.21K 0.01%
436
464
$8.19K 0.01%
402
+12
465
$8.19K 0.01%
158
466
$8.07K 0.01%
46
467
$8.06K 0.01%
751
468
$7.95K 0.01%
72
469
$7.94K 0.01%
100
470
$7.9K 0.01%
209
471
$7.82K 0.01%
79
+15
472
$7.82K 0.01%
87
+17
473
$7.77K 0.01%
129
474
$7.76K 0.01%
30
475
$7.65K 0.01%
147
17 18
19
20 21