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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
176
$92.7K 0.1%
2,206
177
$92.3K 0.1%
1,379
+96
178
$92.2K 0.1%
2,371
179
$91.9K 0.1%
1,876
+707
180
$91.9K 0.1%
7,525
181
$90.7K 0.1%
1,909
182
$89.6K 0.1%
2,720
183
$89.3K 0.1%
114
+8
184
$86.8K 0.1%
611
-97
185
$86.1K 0.09%
348
+32
186
$85.2K 0.09%
339
-42
187
$83.8K 0.09%
2,688
-3,011
188
$82.3K 0.09%
565
189
$82.2K 0.09%
521
+55
190
$82.1K 0.09%
506
-134
191
$81.6K 0.09%
2,146
+7
192
$81.2K 0.09%
2,038
+454
193
$80.6K 0.09%
1,764
+34
194
$80.5K 0.09%
2,505
+591
195
$79.6K 0.09%
389
+12
196
$78.7K 0.09%
3,194
197
$77.9K 0.09%
1,551
+14
198
$76.9K 0.08%
1,791
199
$75.6K 0.08%
350
200
$75.3K 0.08%
1,389
+1
6 7
8
9 10