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
726
$2.08K ﹤0.01%
+17
727
$2.06K ﹤0.01%
+17
728
$2.04K ﹤0.01%
+59
729
$2.02K ﹤0.01%
+78
730
$2.02K ﹤0.01%
+57
731
$2.01K ﹤0.01%
+263
732
$2.01K ﹤0.01%
+1,000
733
$2.01K ﹤0.01%
+41
734
$1.99K ﹤0.01%
+12
735
$1.97K ﹤0.01%
+6
736
$1.97K ﹤0.01%
+80
737
$1.97K ﹤0.01%
+46
738
$1.94K ﹤0.01%
+57
739
$1.93K ﹤0.01%
+13
740
$1.93K ﹤0.01%
+44
741
$1.93K ﹤0.01%
+31
742
$1.9K ﹤0.01%
+51
743
$1.89K ﹤0.01%
+346
744
$1.88K ﹤0.01%
+100
745
$1.88K ﹤0.01%
+8
746
$1.87K ﹤0.01%
+12
747
$1.86K ﹤0.01%
+10
748
$1.86K ﹤0.01%
+107
749
$1.86K ﹤0.01%
+7
750
$1.86K ﹤0.01%
+32
28 29
30
31 32