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
601
$2.58K ﹤0.01%
100
602
$2.56K ﹤0.01%
10
+7
603
$2.54K ﹤0.01%
80
604
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37
605
$2.54K ﹤0.01%
+500
606
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34
-19
607
$2.5K ﹤0.01%
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608
$2.48K ﹤0.01%
+31
609
$2.47K ﹤0.01%
11
610
$2.44K ﹤0.01%
109
611
$2.43K ﹤0.01%
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612
$2.43K ﹤0.01%
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613
$2.42K ﹤0.01%
+63
614
$2.4K ﹤0.01%
+138
615
$2.39K ﹤0.01%
+78
616
$2.37K ﹤0.01%
+53
617
$2.37K ﹤0.01%
26
618
$2.36K ﹤0.01%
24
619
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46
620
$2.34K ﹤0.01%
17
621
$2.33K ﹤0.01%
+54
622
$2.33K ﹤0.01%
+39
623
$2.32K ﹤0.01%
+111
624
$2.31K ﹤0.01%
23
625
$2.3K ﹤0.01%
3
23 24
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