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
701
$2.49K ﹤0.01%
+299
702
$2.48K ﹤0.01%
+21
703
$2.48K ﹤0.01%
+78
704
$2.48K ﹤0.01%
+75
705
$2.46K ﹤0.01%
+113
706
$2.46K ﹤0.01%
+14
707
$2.45K ﹤0.01%
+19
708
$2.45K ﹤0.01%
+13
709
$2.32K ﹤0.01%
+20
710
$2.3K ﹤0.01%
+41
711
$2.28K ﹤0.01%
+27
712
$2.28K ﹤0.01%
+68
713
$2.25K ﹤0.01%
+4
714
$2.25K ﹤0.01%
+7
715
$2.23K ﹤0.01%
+74
716
$2.21K ﹤0.01%
+66
717
$2.21K ﹤0.01%
+8
718
$2.21K ﹤0.01%
+38
719
$2.2K ﹤0.01%
+9
720
$2.19K ﹤0.01%
+8
721
$2.14K ﹤0.01%
+46
722
$2.13K ﹤0.01%
+22
723
$2.13K ﹤0.01%
+44
724
$2.11K ﹤0.01%
+35
725
$2.1K ﹤0.01%
+16
27 28
29
30 31