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

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
576
$3.01K ﹤0.01%
+33
577
$3.01K ﹤0.01%
+103
578
$3K ﹤0.01%
40
579
$2.98K ﹤0.01%
56
580
$2.93K ﹤0.01%
12
581
$2.88K ﹤0.01%
29
582
$2.86K ﹤0.01%
102
583
$2.86K ﹤0.01%
+23
584
$2.85K ﹤0.01%
7
585
$2.84K ﹤0.01%
+25
586
$2.83K ﹤0.01%
9
587
$2.82K ﹤0.01%
35
-96
588
$2.81K ﹤0.01%
+45
589
$2.76K ﹤0.01%
+19
590
$2.75K ﹤0.01%
+91
591
$2.75K ﹤0.01%
10
592
$2.74K ﹤0.01%
+108
593
$2.74K ﹤0.01%
19
-6
594
$2.74K ﹤0.01%
45
595
$2.73K ﹤0.01%
24
-1
596
$2.72K ﹤0.01%
24
-15
597
$2.71K ﹤0.01%
22
598
$2.7K ﹤0.01%
38
599
$2.69K ﹤0.01%
+250
600
$2.67K ﹤0.01%
+5