FNWA
Financial Network Wealth Advisors Portfolio holdings
AUM
$82.2M
This Quarter Return
+9.04%
1 Year Return
+12.76%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$93.9M
AUM Growth
–
Cap. Flow
+$93.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.7%
Holding
114
New
114
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
FT Vest Fund of Buffer ETFs
BUFR
|
$15.6M |
| 2 |
Apple
AAPL
|
$3.98M |
| 3 |
Innovator Laddered Allocation Power Buffer ETF
BUFF
|
$3.71M |
| 4 |
VanEck High Yield Muni ETF
HYD
|
$2.84M |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$2.66M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.61% |
| 2 | Financials | 5.9% |
| 3 | Consumer Discretionary | 3.33% |
| 4 | Healthcare | 2.73% |
| 5 | Communication Services | 2.44% |
