FNWM
Financial Network Wealth Management Portfolio holdings
AUM
$283M
This Quarter Return
+0.01%
1 Year Return
+8.41%
3 Year Return
+32.03%
5 Year Return
–
10 Year Return
–
AUM
$280M
AUM Growth
+$280M
(+0.32%)
Cap. Flow
+$2.13M
Cap. Flow
% of AUM
0.76%
Top 10 Holdings %
Top 10 Hldgs %
59.99%
Holding
117
New
4
Increased
15
Reduced
46
Closed
2
Top Buys
| 1 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
$1.36M |
| 2 |
SPDR S&P 500 ESG ETF
EFIV
|
$1.32M |
| 3 |
iShares ESG Aware US Aggregate Bond ETF
EAGG
|
$1.05M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$361K |
| 5 |
Tesla
TSLA
|
$302K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$490K |
| 2 |
NVIDIA
NVDA
|
$409K |
| 3 |
Invesco Solar ETF
TAN
|
$259K |
| 4 |
UnitedHealth
UNH
|
$228K |
| 5 |
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% |
