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
701
$1.47K ﹤0.01%
1,000
702
$1.45K ﹤0.01%
3
703
$1.45K ﹤0.01%
+15
704
$1.44K ﹤0.01%
23
-1
705
$1.42K ﹤0.01%
10
706
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19
707
$1.41K ﹤0.01%
34
708
$1.41K ﹤0.01%
27
709
$1.41K ﹤0.01%
+21
710
$1.4K ﹤0.01%
102
711
$1.38K ﹤0.01%
40
712
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101
+1
713
$1.37K ﹤0.01%
13
714
$1.36K ﹤0.01%
15
715
$1.36K ﹤0.01%
9
716
$1.36K ﹤0.01%
7
717
$1.35K ﹤0.01%
43
718
$1.33K ﹤0.01%
11
719
$1.32K ﹤0.01%
10
720
$1.31K ﹤0.01%
15
721
$1.31K ﹤0.01%
34
722
$1.31K ﹤0.01%
4
723
$1.3K ﹤0.01%
25
-4
724
$1.29K ﹤0.01%
+23
725
$1.28K ﹤0.01%
+9
27 28
29
30 31