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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
$91.4M
AUM Growth
+$9.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$478K
3
+$360K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$354K
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$342K

Top Sells

1
+$1.05M
2
+$497K
3
+$379K
4
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$305K
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$295K

Sector Composition

1 Technology 9.63%
2 Healthcare 4.08%
3 Financials 3.6%
4 Consumer Discretionary 3.47%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$350K 0.38%
10,334
52
$346K 0.38%
5,216
-324
53
$334K 0.37%
6,914
54
$331K 0.36%
10,943
+737
55
$329K 0.36%
8,569
+1,089
56
$328K 0.36%
3,916
+88
57
$319K 0.35%
3,097
+106
58
$317K 0.35%
9,666
+2,902
59
$310K 0.34%
7,050
+262
60
$309K 0.34%
1,848
-104
61
$307K 0.34%
1,980
62
$303K 0.33%
7,022
+972
63
$296K 0.32%
12,823
-735
64
$295K 0.32%
8,637
-1,263
65
$294K 0.32%
860
-66
66
$291K 0.32%
7,181
67
$291K 0.32%
5,900
68
$286K 0.31%
1,839
+31
69
$280K 0.31%
692
-3
70
$272K 0.3%
7,875
+2,231
71
$270K 0.3%
5,930
+914
72
$263K 0.29%
2,967
-580
73
$256K 0.28%
7,693
+28
74
$243K 0.27%
331
+65
75
$235K 0.26%
7,431
+6,316
1 2
3
4 5