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
151
$65.3K 0.12%
248
-352
152
$65.2K 0.12%
192
-257
153
$64.4K 0.12%
284
-390
154
$64.2K 0.12%
601
-262
155
$64K 0.12%
+1,778
156
$61.8K 0.12%
+2,223
157
$61K 0.11%
215
-160
158
$60.9K 0.11%
+1,625
159
$60.3K 0.11%
238
-166
160
$59.8K 0.11%
291
-545
161
$59.6K 0.11%
86
+42
162
$59.5K 0.11%
1,791
163
$59.2K 0.11%
629
-886
164
$59K 0.11%
261
-214
165
$58.8K 0.11%
1,553
-841
166
$57.6K 0.11%
1,011
+837
167
$57.6K 0.11%
361
168
$56.6K 0.11%
732
-510
169
$56.2K 0.1%
1,176
-337
170
$55.9K 0.1%
1,218
-825
171
$55.8K 0.1%
93
-64
172
$55.2K 0.1%
534
-553
173
$54.6K 0.1%
+108
174
$54.6K 0.1%
1,236
-3,012
175
$54.4K 0.1%
1,315
5 6
7
8 9