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
651
$3.28K ﹤0.01%
+40
652
$3.26K ﹤0.01%
+12
653
$3.22K ﹤0.01%
+100
654
$3.19K ﹤0.01%
+81
655
$3.19K ﹤0.01%
+1,000
656
$3.18K ﹤0.01%
+59
657
$3.17K ﹤0.01%
+28
658
$3.16K ﹤0.01%
+14
659
$3.14K ﹤0.01%
+34
660
$3.13K ﹤0.01%
+50
661
$3.09K ﹤0.01%
+39
662
$3.09K ﹤0.01%
+15
663
$3.08K ﹤0.01%
+26
664
$3.07K ﹤0.01%
+32
665
$3.04K ﹤0.01%
+100
666
$3.03K ﹤0.01%
+44
667
$2.97K ﹤0.01%
+61
668
$2.95K ﹤0.01%
+27
669
$2.95K ﹤0.01%
+7
670
$2.93K ﹤0.01%
+176
671
$2.92K ﹤0.01%
+83
672
$2.91K ﹤0.01%
+16
673
$2.9K ﹤0.01%
+43
674
$2.88K ﹤0.01%
+42
675
$2.83K ﹤0.01%
+29
25 26
27
28 29