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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
101
$172K 0.19%
497
+18
102
$172K 0.19%
696
-31
103
$167K 0.18%
1,502
-892
104
$167K 0.18%
1,014
105
$165K 0.18%
242
+33
106
$165K 0.18%
2,977
+131
107
$165K 0.18%
991
+23
108
$163K 0.18%
2,982
+979
109
$163K 0.18%
1,711
-220
110
$162K 0.18%
212
+12
111
$161K 0.18%
5,696
-142
112
$160K 0.18%
6,286
+45
113
$160K 0.18%
1,060
-76
114
$160K 0.17%
3,761
-1,671
115
$158K 0.17%
2,363
-433
116
$157K 0.17%
3,659
+486
117
$154K 0.17%
827
-70
118
$149K 0.16%
651
+44
119
$148K 0.16%
868
+71
120
$147K 0.16%
331
+6
121
$145K 0.16%
1,269
+81
122
$145K 0.16%
2,235
-905
123
$141K 0.15%
2,818
124
$141K 0.15%
4,811
+3,480
125
$140K 0.15%
1,170
-10
3 4
5
6 7