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
676
$2.82K ﹤0.01%
+200
677
$2.8K ﹤0.01%
+46
678
$2.78K ﹤0.01%
+55
679
$2.76K ﹤0.01%
+33
680
$2.76K ﹤0.01%
+24
681
$2.75K ﹤0.01%
+108
682
$2.74K ﹤0.01%
+20
683
$2.73K ﹤0.01%
+87
684
$2.7K ﹤0.01%
+54
685
$2.67K ﹤0.01%
+55
686
$2.65K ﹤0.01%
+85
687
$2.65K ﹤0.01%
+70
688
$2.63K ﹤0.01%
+93
689
$2.62K ﹤0.01%
+7
690
$2.61K ﹤0.01%
+100
691
$2.6K ﹤0.01%
+70
692
$2.6K ﹤0.01%
+114
693
$2.56K ﹤0.01%
+74
694
$2.55K ﹤0.01%
+53
695
$2.55K ﹤0.01%
+14
696
$2.52K ﹤0.01%
+60
697
$2.52K ﹤0.01%
+32
698
$2.51K ﹤0.01%
+8
699
$2.5K ﹤0.01%
+12
700
$2.5K ﹤0.01%
+85
26 27
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