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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
626
$2.46K ﹤0.01%
100
627
$2.46K ﹤0.01%
85
628
$2.44K ﹤0.01%
20
+6
629
$2.44K ﹤0.01%
100
630
$2.43K ﹤0.01%
17
631
$2.43K ﹤0.01%
130
-8
632
$2.42K ﹤0.01%
+65
633
$2.42K ﹤0.01%
33
634
$2.4K ﹤0.01%
12
635
$2.39K ﹤0.01%
8
-2
636
$2.37K ﹤0.01%
35
-7
637
$2.35K ﹤0.01%
24
638
$2.33K ﹤0.01%
2
639
$2.33K ﹤0.01%
44
640
$2.32K ﹤0.01%
44
+2
641
$2.32K ﹤0.01%
23
642
$2.31K ﹤0.01%
48
643
$2.31K ﹤0.01%
17
-13
644
$2.3K ﹤0.01%
54
645
$2.29K ﹤0.01%
11
646
$2.29K ﹤0.01%
30
+7
647
$2.29K ﹤0.01%
31
648
$2.27K ﹤0.01%
+16
649
$2.25K ﹤0.01%
117
650
$2.25K ﹤0.01%
17
-24
24 25
26
27 28