FNWM
Financial Network Wealth Management Portfolio holdings
AUM
$283M
This Quarter Return
+9.31%
1 Year Return
+8.41%
3 Year Return
+32.03%
5 Year Return
–
10 Year Return
–
AUM
$197M
AUM Growth
+$197M
(+13%)
Cap. Flow
+$7.56M
Cap. Flow
% of AUM
3.83%
Top 10 Holdings %
Top 10 Hldgs %
56.2%
Holding
120
New
12
Increased
27
Reduced
25
Closed
5
Top Buys
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
$374K |
| 2 |
NVIDIA
NVDA
|
$353K |
| 3 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
$311K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$307K |
| 5 |
Federal Realty Investment Trust
FRT
|
$236K |
Sector Composition
| 1 | Technology | 16.32% |
| 2 | Industrials | 4.12% |
| 3 | Consumer Discretionary | 2.78% |
| 4 | Healthcare | 2.52% |
| 5 | Consumer Staples | 1.78% |
