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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
76
$233K 0.26%
9,039
+8,945
77
$233K 0.25%
957
-101
78
$231K 0.25%
4,449
+2,560
79
$230K 0.25%
5,297
80
$229K 0.25%
7,210
-352
81
$225K 0.25%
338
+122
82
$220K 0.24%
619
83
$212K 0.23%
7,286
84
$211K 0.23%
4,050
+1,009
85
$209K 0.23%
633
+291
86
$207K 0.23%
5,370
+1,197
87
$201K 0.22%
1,083
-76
88
$198K 0.22%
4,518
89
$196K 0.21%
5,091
+498
90
$193K 0.21%
342
+22
91
$186K 0.2%
3,562
92
$186K 0.2%
4,913
-94
93
$181K 0.2%
574
-17
94
$181K 0.2%
4,476
95
$181K 0.2%
3,943
+910
96
$178K 0.19%
1,556
-456
97
$177K 0.19%
3,610
-410
98
$177K 0.19%
191
+9
99
$175K 0.19%
1,208
-11
100
$172K 0.19%
4,250
-438
2 3
4
5 6