We are live on ! Find out more
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
$53.8M
AUM Growth
-$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$520K
2
+$296K
3
+$266K
4
CSMD icon
Congress SMid Growth ETF
CSMD
+$212K
5
GJUL icon
FT Vest US Equity Moderate Buffer ETF July
GJUL
+$182K

Top Sells

1
+$8.53M
2
+$1.94M
3
+$1.78M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.37M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.33M

Sector Composition

1 Technology 11.22%
2 Consumer Discretionary 4.24%
3 Healthcare 3.81%
4 Financials 3.13%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-19
702
– –
-23
703
– –
-17
704
– –
-23
705
– –
-47
706
– –
-4
707
– –
-20
708
– –
-23
709
– –
-77
710
– –
-40
711
– –
-552
712
– –
-11
713
– –
-8
714
– –
-13
715
– –
-38
716
– –
-11
717
– –
-529
718
– –
-1,775
719
– –
-931
720
– –
-24
721
– –
-16
722
– –
-2
723
– –
-11
724
– –
-41
725
– –
-10
27 28
29
30 31