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
626
$3.74K ﹤0.01%
+24
627
$3.72K ﹤0.01%
+52
628
$3.69K ﹤0.01%
+119
629
$3.68K ﹤0.01%
+97
630
$3.67K ﹤0.01%
+51
631
$3.65K ﹤0.01%
+35
632
$3.64K ﹤0.01%
+8
633
$3.61K ﹤0.01%
+88
634
$3.56K ﹤0.01%
+24
635
$3.56K ﹤0.01%
+20
636
$3.54K ﹤0.01%
+295
637
$3.52K ﹤0.01%
+1,000
638
$3.51K ﹤0.01%
+16
639
$3.51K ﹤0.01%
+116
640
$3.5K ﹤0.01%
+40
641
$3.5K ﹤0.01%
+226
642
$3.5K ﹤0.01%
+30
643
$3.48K ﹤0.01%
+31
644
$3.43K ﹤0.01%
+13
645
$3.42K ﹤0.01%
+26
646
$3.41K ﹤0.01%
+50
647
$3.39K ﹤0.01%
+100
648
$3.38K ﹤0.01%
+14
649
$3.37K ﹤0.01%
+16
650
$3.34K ﹤0.01%
+103
24 25
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