We are live on ! Find out more
FNWA

Financial Network Wealth Advisors Portfolio holdings

AUM $97.7M
1-Year Est. Return 14.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.4M
AUM Growth
+$9.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$478K
3
+$360K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$354K
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$342K

Top Sells

1
+$1.05M
2
+$497K
3
+$379K
4
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$305K
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$295K

Sector Composition

1 Technology 9.63%
2 Healthcare 4.08%
3 Financials 3.6%
4 Consumer Discretionary 3.47%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$594K 0.65%
22,037
-631
27
$565K 0.62%
7,696
-195
28
$565K 0.62%
8,522
+5,642
29
$563K 0.62%
4,203
-238
30
$522K 0.57%
12,895
-2,698
31
$510K 0.56%
5,404
-4,115
32
$496K 0.54%
+3,596
33
$494K 0.54%
22,023
+2,049
34
$494K 0.54%
2,248
-94
35
$482K 0.53%
9,563
-419
36
$478K 0.52%
14,736
+591
37
$477K 0.52%
1,376
+22
38
$458K 0.5%
3,252
+284
39
$447K 0.49%
4,878
-478
40
$437K 0.48%
5,242
-500
41
$427K 0.47%
4,355
-266
42
$420K 0.46%
18,177
-6,283
43
$399K 0.44%
4,744
-380
44
$390K 0.43%
8,330
45
$382K 0.42%
1,358
-223
46
$380K 0.42%
14,117
+5,641
47
$378K 0.41%
3,052
+114
48
$370K 0.41%
12,321
49
$356K 0.39%
626
-15
50
$351K 0.38%
5,574
+198
1
2
3 4 5