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
751
$1.85K ﹤0.01%
+12
752
$1.84K ﹤0.01%
+21
753
$1.84K ﹤0.01%
+38
754
$1.84K ﹤0.01%
+11
755
$1.82K ﹤0.01%
+15
756
$1.79K ﹤0.01%
+24
757
$1.79K ﹤0.01%
+8
758
$1.77K ﹤0.01%
+21
759
$1.76K ﹤0.01%
+8
760
$1.72K ﹤0.01%
+20
761
$1.69K ﹤0.01%
+12
762
$1.69K ﹤0.01%
+45
763
$1.67K ﹤0.01%
+17
764
$1.65K ﹤0.01%
+6
765
$1.64K ﹤0.01%
+31
766
$1.63K ﹤0.01%
+6
767
$1.6K ﹤0.01%
+11
768
$1.6K ﹤0.01%
+22
769
$1.57K ﹤0.01%
+86
770
$1.56K ﹤0.01%
+23
771
$1.53K ﹤0.01%
+6
772
$1.52K ﹤0.01%
+36
773
$1.5K ﹤0.01%
+93
774
$1.5K ﹤0.01%
+200
775
$1.49K ﹤0.01%
+21
29 30
31
32 33