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
726
$1.28K ﹤0.01%
100
727
$1.27K ﹤0.01%
29
728
$1.25K ﹤0.01%
63
729
$1.24K ﹤0.01%
6
730
$1.24K ﹤0.01%
22
731
$1.23K ﹤0.01%
10
732
$1.22K ﹤0.01%
6
733
$1.21K ﹤0.01%
6
734
$1.2K ﹤0.01%
18
735
$1.2K ﹤0.01%
75
736
$1.19K ﹤0.01%
4
737
$1.18K ﹤0.01%
21
738
$1.18K ﹤0.01%
7
-35
739
$1.18K ﹤0.01%
1
740
$1.17K ﹤0.01%
4
741
$1.17K ﹤0.01%
55
742
$1.15K ﹤0.01%
8
743
$1.14K ﹤0.01%
12
744
$1.14K ﹤0.01%
74
745
$1.13K ﹤0.01%
178
746
$1.13K ﹤0.01%
2
747
$1.13K ﹤0.01%
71
748
$1.12K ﹤0.01%
3
749
$1.12K ﹤0.01%
9
750
$1.12K ﹤0.01%
26
28 29
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31 32