FNWM
Financial Network Wealth Management Portfolio holdings
AUM
$283M
1-Year Return
8.41%
This Quarter Return
+0.07%
1 Year Return
+8.41%
3 Year Return
+32.03%
5 Year Return
–
10 Year Return
–
AUM
$175M
AUM Growth
+$4.8M
(+2.8%)
Cap. Flow
+$4.95M
Cap. Flow
% of AUM
2.83%
Top 10 Holdings %
Top 10 Hldgs %
57.46%
Holding
111
New
5
Increased
30
Reduced
11
Closed
3
Top Buys
| 1 |
iShares ESG Aware US Aggregate Bond ETF
EAGG
|
$903K |
| 2 |
FlexShares Core Select Bond Fund
BNDC
|
$843K |
| 3 |
Vanguard ESG US Stock ETF
ESGV
|
$410K |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$408K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$349K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$262K |
| 2 |
PayPal
PYPL
|
$240K |
| 3 |
3M
MMM
|
$225K |
| 4 |
GE Aerospace
GE
|
$166K |
| 5 |
Apple
AAPL
|
$147K |
Sector Composition
| 1 | Technology | 15.01% |
| 2 | Industrials | 3.89% |
| 3 | Consumer Discretionary | 2.59% |
| 4 | Healthcare | 2.38% |
| 5 | Financials | 1.83% |
