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
$53.8M
AUM Growth
-$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$522K
2
+$295K
3
+$268K
4
CSMD icon
Congress SMid Growth ETF
CSMD
+$208K
5
GJUL icon
FT Vest US Equity Moderate Buffer ETF July
GJUL
+$183K

Top Sells

1
+$8.57M
2
+$1.94M
3
+$1.71M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.33M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.31M

Sector Composition

1 Technology 11.22%
2 Consumer Discretionary 4.24%
3 Healthcare 3.81%
4 Financials 3.13%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$98.1K 0.18%
2,003
-919
102
$98K 0.18%
127
-34
103
$97.8K 0.18%
3,217
-3,541
104
$97.3K 0.18%
928
105
$97.3K 0.18%
2,925
-674
106
$96.6K 0.18%
2,242
-15,100
107
$94.5K 0.18%
889
-565
108
$94.4K 0.18%
482
-2,983
109
$94.4K 0.18%
103
-182
110
$93.6K 0.17%
2,543
-27,953
111
$93K 0.17%
708
-321
112
$92.4K 0.17%
147
-244
113
$90K 0.17%
1,951
-700
114
$88.3K 0.16%
+2,359
115
$87.8K 0.16%
1,655
-1,040
116
$86.4K 0.16%
218
-247
117
$86.1K 0.16%
1,698
-753
118
$85.1K 0.16%
2,371
-6,211
119
$84.8K 0.16%
2,206
-1,905
120
$84.7K 0.16%
170
-285
121
$84.2K 0.16%
548
-662
122
$82.8K 0.15%
+2,720
123
$82K 0.15%
+1,000
124
$77.5K 0.14%
779
-1,027
125
$77.5K 0.14%
2,074
-66
3 4
5
6 7