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
526
$8.08K 0.01%
+174
527
$8.07K 0.01%
+175
528
$8.04K 0.01%
+380
529
$8.02K 0.01%
+45
530
$8.02K 0.01%
+50
531
$8.02K 0.01%
+1,078
532
$7.99K 0.01%
+46
533
$7.96K 0.01%
+72
534
$7.94K 0.01%
+202
535
$7.93K 0.01%
+90
536
$7.84K 0.01%
+100
537
$7.82K 0.01%
+29
538
$7.71K 0.01%
+158
539
$7.56K 0.01%
+17
540
$7.51K 0.01%
+71
541
$7.41K 0.01%
+38
542
$7.12K 0.01%
+209
543
$6.98K 0.01%
+25
544
$6.92K 0.01%
+30
545
$6.86K 0.01%
+55
546
$6.83K 0.01%
+16
547
$6.77K 0.01%
+36
548
$6.75K 0.01%
+71
549
$6.73K 0.01%
+29
550
$6.73K 0.01%
+67
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