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FNWA

Financial Network Wealth Advisors Portfolio holdings

AUM $97.7M
1-Year Est. Return 14.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.4M
AUM Growth
+$9.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$478K
3
+$360K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$354K
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$342K

Top Sells

1
+$1.05M
2
+$497K
3
+$379K
4
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$305K
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$295K

Sector Composition

1 Technology 9.63%
2 Healthcare 4.08%
3 Financials 3.6%
4 Consumer Discretionary 3.47%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3.48K ﹤0.01%
21
+5
577
$3.44K ﹤0.01%
25
578
$3.38K ﹤0.01%
7
579
$3.37K ﹤0.01%
19
580
$3.36K ﹤0.01%
250
581
$3.33K ﹤0.01%
19
582
$3.32K ﹤0.01%
23
583
$3.31K ﹤0.01%
54
-2
584
$3.26K ﹤0.01%
+68
585
$3.26K ﹤0.01%
170
+63
586
$3.25K ﹤0.01%
33
587
$3.24K ﹤0.01%
35
588
$3.21K ﹤0.01%
14
589
$3.2K ﹤0.01%
10
590
$3.19K ﹤0.01%
45
591
$3.19K ﹤0.01%
15
592
$3.19K ﹤0.01%
103
593
$3.15K ﹤0.01%
124
594
$3.13K ﹤0.01%
1,000
595
$3.08K ﹤0.01%
37
+6
596
$3.02K ﹤0.01%
102
597
$2.98K ﹤0.01%
32
598
$2.98K ﹤0.01%
23
-2
599
$2.91K ﹤0.01%
38
600
$2.91K ﹤0.01%
31
-103
22 23
24
25 26