FNWA

Financial Network Wealth Advisors Portfolio holdings

AUM $82.2M
1-Year Est. Return 12.76%
This Quarter Est. Return
1 Year Est. Return
+12.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.98M
3
+$3.71M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$2.84M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.66M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.61%
2 Financials 5.9%
3 Consumer Discretionary 3.33%
4 Healthcare 2.73%
5 Communication Services 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$317K 0.34%
+1,868
77
$315K 0.34%
+15,765
78
$308K 0.33%
+5,994
79
$306K 0.33%
+11,891
80
$295K 0.31%
+2,095
81
$291K 0.31%
+5,959
82
$291K 0.31%
+6,893
83
$289K 0.31%
+11,176
84
$289K 0.31%
+7,882
85
$289K 0.31%
+2,589
86
$287K 0.31%
+5,683
87
$284K 0.3%
+912
88
$278K 0.3%
+3,378
89
$275K 0.29%
+2,800
90
$275K 0.29%
+1,236
91
$266K 0.28%
+1,625
92
$264K 0.28%
+543
93
$252K 0.27%
+31,757
94
$251K 0.27%
+7,508
95
$245K 0.26%
+2,709
96
$242K 0.26%
+6,973
97
$235K 0.25%
+2,500
98
$234K 0.25%
+375
99
$233K 0.25%
+4,431
100
$232K 0.25%
+8,047
1 2 3
4
5