FNWA

Financial Network Wealth Advisors Portfolio holdings

AUM $96M
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.2M
AUM Growth
+$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
850
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$844K
3
+$567K
4
SNA icon
Snap-on
SNA
+$320K
5
RTX icon
RTX Corp
RTX
+$260K

Top Sells

1
+$1.72M
2
+$745K
3
+$361K
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$271K
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$146K

Sector Composition

1 Technology 9.73%
2 Healthcare 4.35%
3 Financials 3.97%
4 Consumer Discretionary 3.69%
5 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2K ﹤0.01%
24
652
$1.99K ﹤0.01%
11
653
$1.99K ﹤0.01%
44
654
$1.95K ﹤0.01%
25
655
$1.94K ﹤0.01%
+16
656
$1.94K ﹤0.01%
+72
657
$1.93K ﹤0.01%
42
658
$1.92K ﹤0.01%
23
659
$1.92K ﹤0.01%
9
660
$1.91K ﹤0.01%
12
661
$1.9K ﹤0.01%
+14
662
$1.89K ﹤0.01%
+113
663
$1.88K ﹤0.01%
23
664
$1.88K ﹤0.01%
+176
665
$1.87K ﹤0.01%
+107
666
$1.83K ﹤0.01%
+16
667
$1.83K ﹤0.01%
1
668
$1.83K ﹤0.01%
+48
669
$1.82K ﹤0.01%
57
670
$1.8K ﹤0.01%
+15
671
$1.8K ﹤0.01%
15
672
$1.8K ﹤0.01%
117
673
$1.8K ﹤0.01%
+1
674
$1.78K ﹤0.01%
85
675
$1.73K ﹤0.01%
6
25 26
27
28 29