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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
601
$2.89K ﹤0.01%
56
602
$2.83K ﹤0.01%
26
603
$2.83K ﹤0.01%
78
604
$2.82K ﹤0.01%
200
605
$2.81K ﹤0.01%
+24
606
$2.81K ﹤0.01%
1,000
607
$2.81K ﹤0.01%
80
608
$2.8K ﹤0.01%
40
609
$2.77K ﹤0.01%
20
+4
610
$2.73K ﹤0.01%
101
+29
611
$2.72K ﹤0.01%
19
-4
612
$2.71K ﹤0.01%
9
613
$2.67K ﹤0.01%
11
614
$2.67K ﹤0.01%
39
615
$2.65K ﹤0.01%
32
-3,101
616
$2.63K ﹤0.01%
+8
617
$2.6K ﹤0.01%
100
618
$2.58K ﹤0.01%
45
619
$2.58K ﹤0.01%
31
620
$2.55K ﹤0.01%
108
621
$2.54K ﹤0.01%
78
+13
622
$2.53K ﹤0.01%
9
623
$2.5K ﹤0.01%
20
624
$2.5K ﹤0.01%
37
-8
625
$2.49K ﹤0.01%
58
+21
23 24
25
26 27