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
$134M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.46M
3
+$804K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$725K
5
CSMD icon
Congress SMid Growth ETF
CSMD
+$660K

Top Sells

1
+$1.26M
2
+$981K
3
+$935K
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$903K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$769K

Sector Composition

1 Technology 9.35%
2 Financials 6.23%
3 Healthcare 3.75%
4 Consumer Discretionary 3.64%
5 Industrials 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10.8K 0.01%
+254
477
$10.8K 0.01%
+454
478
$10.7K 0.01%
+421
479
$10.5K 0.01%
+363
480
$10.4K 0.01%
+548
481
$10.3K 0.01%
+107
482
$10.3K 0.01%
+52
483
$10.2K 0.01%
+847
484
$10.2K 0.01%
+345
485
$10.2K 0.01%
+204
486
$10.2K 0.01%
+89
487
$10K 0.01%
+851
488
$9.97K 0.01%
+356
489
$9.81K 0.01%
+653
490
$9.79K 0.01%
+167
491
$9.76K 0.01%
+184
492
$9.73K 0.01%
+600
493
$9.61K 0.01%
+90
494
$9.5K 0.01%
+42
495
$9.5K 0.01%
+21
496
$9.46K 0.01%
+9
497
$9.45K 0.01%
+65
498
$9.44K 0.01%
+527
499
$9.44K 0.01%
+102
500
$9.39K 0.01%
+87
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