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
551
$6.71K 0.01%
+13
552
$6.67K 0.01%
+115
553
$6.66K 0.01%
+112
554
$6.59K ﹤0.01%
+68
555
$6.52K ﹤0.01%
+85
556
$6.49K ﹤0.01%
+303
557
$6.42K ﹤0.01%
+35
558
$6.35K ﹤0.01%
+212
559
$6.23K ﹤0.01%
+87
560
$6.13K ﹤0.01%
+293
561
$5.96K ﹤0.01%
+45
562
$5.86K ﹤0.01%
+34
563
$5.8K ﹤0.01%
+117
564
$5.79K ﹤0.01%
+42
565
$5.75K ﹤0.01%
+28
566
$5.64K ﹤0.01%
+100
567
$5.62K ﹤0.01%
+80
568
$5.43K ﹤0.01%
+175
569
$5.43K ﹤0.01%
+73
570
$5.36K ﹤0.01%
+30
571
$5.35K ﹤0.01%
+63
572
$5.28K ﹤0.01%
+75
573
$5.27K ﹤0.01%
+33
574
$5.22K ﹤0.01%
+36
575
$5.21K ﹤0.01%
+25
21 22
23
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