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
126
$77.2K 0.14%
554
-401
127
$74.4K 0.14%
931
-2,318
128
$73.9K 0.14%
156
-215
129
$73.6K 0.14%
403
-603
130
$73.2K 0.14%
1,900
-6,763
131
$72.7K 0.14%
565
-167
132
$71.9K 0.13%
300
-525
133
$70.7K 0.13%
2,437
-1,602
134
$70.6K 0.13%
196
-243
135
$69.7K 0.13%
1,694
-4,131
136
$69.7K 0.13%
+2,836
137
$69.5K 0.13%
129
138
$68.9K 0.13%
279
-1,083
139
$68.6K 0.13%
881
-429
140
$68.6K 0.13%
+62
141
$68.4K 0.13%
310
-232
142
$67.6K 0.13%
231
-319
143
$67.3K 0.13%
380
-282
144
$67.3K 0.13%
683
-381
145
$66.6K 0.12%
65
-48
146
$66.2K 0.12%
164
-401
147
$66.1K 0.12%
143
-229
148
$65.7K 0.12%
738
-545
149
$65.6K 0.12%
834
-461
150
$65.4K 0.12%
325
-481
4 5
6
7 8