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
501
$9.34K 0.01%
+198
502
$9.32K 0.01%
+29
503
$9.3K 0.01%
+69
504
$9.29K 0.01%
+118
505
$9.29K 0.01%
+245
506
$9.22K 0.01%
+163
507
$9.17K 0.01%
+170
508
$9.12K 0.01%
+270
509
$9.1K 0.01%
+17
510
$9.04K 0.01%
+11
511
$9.01K 0.01%
+149
512
$8.97K 0.01%
+37
513
$8.81K 0.01%
+23
514
$8.81K 0.01%
+1,077
515
$8.74K 0.01%
+48
516
$8.73K 0.01%
+166
517
$8.67K 0.01%
+62
518
$8.53K 0.01%
+70
519
$8.49K 0.01%
+500
520
$8.45K 0.01%
+552
521
$8.25K 0.01%
+1,027
522
$8.24K 0.01%
+20
523
$8.2K 0.01%
+771
524
$8.15K 0.01%
+110
525
$8.15K 0.01%
+69
19 20
21
22 23