FNWA

Financial Network Wealth Advisors Portfolio holdings

AUM $96M
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.2M
AUM Growth
+$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$844K
3
+$567K
4
SNA icon
Snap-on
SNA
+$320K
5
RTX icon
RTX Corp
RTX
+$260K

Top Sells

1
+$1.72M
2
+$745K
3
+$361K
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$271K
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$146K

Sector Composition

1 Technology 9.73%
2 Healthcare 4.35%
3 Financials 3.97%
4 Consumer Discretionary 3.69%
5 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$3.76K ﹤0.01%
113
552
$3.75K ﹤0.01%
47
553
$3.75K ﹤0.01%
133
554
$3.64K ﹤0.01%
22
555
$3.63K ﹤0.01%
49
556
$3.62K ﹤0.01%
8
557
$3.6K ﹤0.01%
200
558
$3.57K ﹤0.01%
15
+1
559
$3.57K ﹤0.01%
23
560
$3.5K ﹤0.01%
+10
561
$3.45K ﹤0.01%
32
562
$3.45K ﹤0.01%
+30
563
$3.42K ﹤0.01%
12
564
$3.41K ﹤0.01%
96
+25
565
$3.4K ﹤0.01%
200
566
$3.33K ﹤0.01%
52
567
$3.3K ﹤0.01%
+39
568
$3.22K ﹤0.01%
6
569
$3.19K ﹤0.01%
+15
570
$3.16K ﹤0.01%
11
-1
571
$3.13K ﹤0.01%
124
572
$3.11K ﹤0.01%
1,000
573
$3.07K ﹤0.01%
16
574
$3.03K ﹤0.01%
56
-31
575
$3.01K ﹤0.01%
14
-4
21 22
23
24 25