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
51
$869K 0.31%
8,208
+43
52
$863K 0.31%
5,099
-357
53
$765K 0.27%
9,536
54
$697K 0.25%
11,374
55
$685K 0.24%
11,811
-147
56
$684K 0.24%
32,417
-256
57
$681K 0.24%
2,837
-8
58
$681K 0.24%
3,482
+6
59
$671K 0.24%
10,776
60
$623K 0.22%
5,800
61
$610K 0.22%
3,427
62
$601K 0.21%
3,160
63
$567K 0.2%
2,149
+185
64
$564K 0.2%
1,405
65
$563K 0.2%
800
66
$532K 0.19%
3,176
67
$485K 0.17%
4,322
68
$470K 0.17%
6,085
-14
69
$469K 0.17%
5,971
-292
70
$467K 0.17%
1,316
71
$457K 0.16%
2,598
-153
72
$443K 0.16%
891
73
$404K 0.14%
6,084
74
$399K 0.14%
7,417
75
$396K 0.14%
12,300
1 2
3
4 5