FNWM

Financial Network Wealth Management Portfolio holdings

AUM $324M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.57M
3
+$1.54M
4
UNH icon
UnitedHealth
UNH
+$1.54M
5
GLD icon
SPDR Gold Trust
GLD
+$1.44M

Top Sells

1
+$1.43M
2
+$345K
3
+$204K
4
AAPL icon
Apple
AAPL
+$159K
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$151K

Sector Composition

1 Technology 20.82%
2 Industrials 3.01%
3 Consumer Discretionary 1.48%
4 Healthcare 1.4%
5 Financials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 0.78%
9,586
27
$2.03M 0.77%
35,447
-128
28
$2.01M 0.77%
20,732
-104
29
$1.61M 0.61%
15,362
30
$1.58M 0.6%
+8,121
31
$1.57M 0.6%
+7,109
32
$1.54M 0.59%
+3,791
33
$1.54M 0.59%
+3,021
34
$1.44M 0.55%
+6,697
35
$1.41M 0.54%
+5,381
36
$1.34M 0.51%
+2,500
37
$1.34M 0.51%
32,046
+195
38
$1.33M 0.51%
26,362
39
$1.32M 0.5%
+19,570
40
$1.31M 0.5%
+5,800
41
$1.21M 0.46%
+3,508
42
$1.2M 0.46%
11,299
-139
43
$1.13M 0.43%
24,729
44
$1.13M 0.43%
+2,033
45
$1.12M 0.43%
+750
46
$1.09M 0.41%
21,674
47
$1M 0.38%
+6,667
48
$979K 0.37%
+4,590
49
$974K 0.37%
19,709
-874
50
$887K 0.34%
+5,495
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