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
201
$44K 0.08%
200
-1,512
202
$42.9K 0.08%
282
-1,699
203
$42.4K 0.08%
3,293
-978
204
$41.7K 0.08%
+238
205
$41.6K 0.08%
1,183
206
$41.6K 0.08%
+1,504
207
$41.1K 0.08%
688
-1,415
208
$41.1K 0.08%
864
-934
209
$40.8K 0.08%
1,173
-2,437
210
$39.9K 0.07%
+238
211
$39.8K 0.07%
68
-310
212
$39.3K 0.07%
1,777
-6,484
213
$37.1K 0.07%
308
-1,132
214
$37K 0.07%
1,007
-5,926
215
$37K 0.07%
400
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216
$36.7K 0.07%
200
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217
$36.3K 0.07%
100
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218
$36K 0.07%
665
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219
$35.6K 0.07%
1,104
-858
220
$35.6K 0.07%
+935
221
$35.6K 0.07%
156
-19
222
$35.5K 0.07%
586
-89
223
$35.3K 0.07%
281
-264
224
$35.1K 0.07%
127
-106
225
$34.6K 0.06%
349
-227
7 8
9
10 11