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
$134M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.46M
3
+$804K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$725K
5
CSMD icon
Congress SMid Growth ETF
CSMD
+$660K

Top Sells

1
+$1.26M
2
+$981K
3
+$935K
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$903K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$769K

Sector Composition

1 Technology 9.35%
2 Financials 6.23%
3 Healthcare 3.75%
4 Consumer Discretionary 3.64%
5 Industrials 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$134K 0.1%
5,435
-8,932
177
$133K 0.1%
+3,348
178
$133K 0.1%
+1,676
179
$130K 0.1%
+2,504
180
$130K 0.1%
+421
181
$129K 0.1%
+2,543
182
$129K 0.1%
+5,246
183
$128K 0.1%
+4,613
184
$128K 0.1%
+489
185
$128K 0.1%
+1,436
186
$127K 0.09%
+1,190
187
$124K 0.09%
+2,644
188
$123K 0.09%
+2,667
189
$122K 0.09%
+395
190
$122K 0.09%
+819
191
$120K 0.09%
+1,346
192
$119K 0.09%
+2,936
193
$118K 0.09%
+2,098
194
$116K 0.09%
+2,404
195
$116K 0.09%
+897
196
$116K 0.09%
+3,448
197
$115K 0.09%
+1,750
198
$115K 0.09%
+3,114
199
$114K 0.09%
+2,651
200
$114K 0.09%
+3,599
6 7
8
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