FNWM
Financial Network Wealth Management Portfolio holdings
AUM
$283M
This Quarter Return
+10.28%
1 Year Return
+8.41%
3 Year Return
+32.03%
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
56.91%
Holding
96
New
96
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$11.4M |
| 2 |
FlexShares Core Select Bond Fund
BNDC
|
$11M |
| 3 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$7.42M |
| 4 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
$7.16M |
| 5 |
Vanguard ESG US Stock ETF
ESGV
|
$6.76M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 15.32% |
| 2 | Industrials | 5.31% |
| 3 | Healthcare | 3.16% |
| 4 | Consumer Discretionary | 2.55% |
| 5 | Consumer Staples | 2.2% |
