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
576
$5.12K ﹤0.01%
+50
577
$5.06K ﹤0.01%
+62
578
$5.06K ﹤0.01%
+24
579
$4.98K ﹤0.01%
+200
580
$4.96K ﹤0.01%
+68
581
$4.96K ﹤0.01%
+23
582
$4.95K ﹤0.01%
+28
583
$4.92K ﹤0.01%
+16
584
$4.9K ﹤0.01%
+46
585
$4.87K ﹤0.01%
+93
586
$4.87K ﹤0.01%
+16
587
$4.85K ﹤0.01%
+34
588
$4.84K ﹤0.01%
+20
589
$4.82K ﹤0.01%
+54
590
$4.77K ﹤0.01%
+225
591
$4.7K ﹤0.01%
+46
592
$4.69K ﹤0.01%
+107
593
$4.59K ﹤0.01%
+71
594
$4.58K ﹤0.01%
+9
595
$4.58K ﹤0.01%
+42
596
$4.57K ﹤0.01%
+80
597
$4.57K ﹤0.01%
+17
598
$4.57K ﹤0.01%
+57
599
$4.49K ﹤0.01%
+22
600
$4.43K ﹤0.01%
+56
22 23
24
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