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
601
$4.42K ﹤0.01%
+221
602
$4.37K ﹤0.01%
+87
603
$4.34K ﹤0.01%
+147
604
$4.26K ﹤0.01%
+38
605
$4.22K ﹤0.01%
+188
606
$4.14K ﹤0.01%
+100
607
$4.13K ﹤0.01%
+70
608
$4.09K ﹤0.01%
+23
609
$4.01K ﹤0.01%
+40
610
$3.97K ﹤0.01%
+153
611
$3.94K ﹤0.01%
+272
612
$3.91K ﹤0.01%
+16
613
$3.91K ﹤0.01%
+59
614
$3.91K ﹤0.01%
+100
615
$3.85K ﹤0.01%
+24
616
$3.82K ﹤0.01%
+48
617
$3.82K ﹤0.01%
+49
618
$3.81K ﹤0.01%
+25
619
$3.8K ﹤0.01%
+59
620
$3.8K ﹤0.01%
+207
621
$3.79K ﹤0.01%
+42
622
$3.78K ﹤0.01%
+48
623
$3.78K ﹤0.01%
+205
624
$3.77K ﹤0.01%
+16
625
$3.75K ﹤0.01%
+57
23 24
25
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