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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
751
$1.26K ﹤0.01%
15
752
$1.26K ﹤0.01%
30
753
$1.26K ﹤0.01%
74
754
$1.25K ﹤0.01%
7
-17
755
$1.25K ﹤0.01%
20
-27
756
$1.23K ﹤0.01%
205
757
$1.23K ﹤0.01%
11
758
$1.23K ﹤0.01%
1
759
$1.21K ﹤0.01%
14
760
$1.21K ﹤0.01%
19
761
$1.21K ﹤0.01%
12
-26
762
$1.2K ﹤0.01%
40
763
$1.2K ﹤0.01%
15
764
$1.19K ﹤0.01%
17
765
$1.19K ﹤0.01%
26
766
$1.18K ﹤0.01%
32
767
$1.17K ﹤0.01%
11
768
$1.17K ﹤0.01%
23
769
$1.16K ﹤0.01%
10
770
$1.16K ﹤0.01%
6
771
$1.16K ﹤0.01%
4
772
$1.14K ﹤0.01%
61
773
$1.13K ﹤0.01%
31
774
$1.09K ﹤0.01%
71
775
$1.08K ﹤0.01%
6
-12
29 30
31
32 33