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
776
$1.48K ﹤0.01%
+28
777
$1.47K ﹤0.01%
+24
778
$1.47K ﹤0.01%
+28
779
$1.46K ﹤0.01%
+100
780
$1.46K ﹤0.01%
+19
781
$1.44K ﹤0.01%
+43
782
$1.44K ﹤0.01%
+600
783
$1.43K ﹤0.01%
+44
784
$1.42K ﹤0.01%
+41
785
$1.41K ﹤0.01%
+28
786
$1.41K ﹤0.01%
+25
787
$1.4K ﹤0.01%
+20
788
$1.38K ﹤0.01%
+18
789
$1.37K ﹤0.01%
+6
790
$1.36K ﹤0.01%
+21
791
$1.36K ﹤0.01%
+8
792
$1.34K ﹤0.01%
+137
793
$1.34K ﹤0.01%
+31
794
$1.31K ﹤0.01%
+6
795
$1.3K ﹤0.01%
+67
796
$1.3K ﹤0.01%
+39
797
$1.29K ﹤0.01%
+3
798
$1.28K ﹤0.01%
+20
799
$1.28K ﹤0.01%
+9
800
$1.28K ﹤0.01%
+35
30 31
32
33 34