FNWA
Financial Network Wealth Advisors Portfolio holdings
AUM
$82.2M
1-Year Return
12.76%
This Quarter Return
+0.45%
1 Year Return
+12.76%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$53.8M
AUM Growth
-$67.3M
(-56%)
Cap. Flow
-$67.5M
Cap. Flow
% of AUM
-125.48%
Top 10 Holdings %
Top 10 Hldgs %
40.04%
Holding
869
New
56
Increased
25
Reduced
351
Closed
390
Top Buys
Top Sells
| 1 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$8.57M |
| 2 |
Glacier Bancorp
GBCI
|
+$1.94M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$1.71M |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$1.33M |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$1.31M |
Sector Composition
| 1 | Technology | 11.22% |
| 2 | Consumer Discretionary | 4.24% |
| 3 | Healthcare | 3.81% |
| 4 | Financials | 3.13% |
| 5 | Industrials | 2.56% |
