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
$280M
AUM Growth
+$879K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.32M
3
+$1.05M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$361K
5
TSLA icon
Tesla
TSLA
+$302K

Top Sells

1
+$490K
2
+$409K
3
+$259K
4
UNH icon
UnitedHealth
UNH
+$228K
5
XYL icon
Xylem
XYL
+$216K

Sector Composition

1 Technology 20.61%
2 Industrials 2.92%
3 Financials 1.65%
4 Consumer Discretionary 1.61%
5 Consumer Staples 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 0.72%
34,093
-463
27
$2M 0.71%
35,299
-37
28
$1.91M 0.68%
19,680
-481
29
$1.74M 0.62%
19,570
30
$1.72M 0.61%
3,791
31
$1.71M 0.61%
6,932
-127
32
$1.62M 0.58%
6,697
33
$1.62M 0.58%
15,362
34
$1.59M 0.57%
5,025
-340
35
$1.58M 0.57%
7,877
-150
36
$1.5M 0.53%
31,591
+1,046
37
$1.49M 0.53%
750
38
$1.42M 0.51%
2,500
39
$1.34M 0.48%
2,649
-451
40
$1.33M 0.47%
3,416
-116
41
$1.32M 0.47%
26,362
42
$1.32M 0.47%
5,800
43
$1.21M 0.43%
11,357
44
$1.13M 0.4%
24,729
45
$1.08M 0.39%
21,538
-145
46
$1.06M 0.38%
6,667
47
$1.05M 0.38%
2,021
-4
48
$983K 0.35%
20,577
+1,180
49
$936K 0.33%
4,267
-53
50
$913K 0.33%
4,529
-61
1
2
3 4 5