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
176
$54.2K 0.1%
210
-200
177
$53.9K 0.1%
410
-255
178
$53.9K 0.1%
158
-284
179
$53.7K 0.1%
57
-71
180
$52.8K 0.1%
+693
181
$52.6K 0.1%
882
182
$51.9K 0.1%
277
-391
183
$51.6K 0.1%
566
-3,440
184
$51.5K 0.1%
222
-304
185
$51.1K 0.1%
1,160
186
$51K 0.09%
1,169
-1,942
187
$49.7K 0.09%
944
-9,963
188
$49.5K 0.09%
1,162
-1,058
189
$48.5K 0.09%
1,103
-1,575
190
$48.4K 0.09%
1,040
-4,696
191
$48.3K 0.09%
271
-4,279
192
$48.1K 0.09%
386
-462
193
$47.2K 0.09%
410
-36
194
$47.1K 0.09%
229
-170
195
$46.7K 0.09%
617
-605
196
$46.1K 0.09%
655
-637
197
$46K 0.09%
375
-369
198
$44.7K 0.08%
191
-185
199
$44.4K 0.08%
+753
200
$44.1K 0.08%
2,185
-2,356
6 7
8
9 10