FNWM
Financial Network Wealth Management Portfolio holdings
AUM
$283M
This Quarter Return
-5.33%
1 Year Return
+8.41%
3 Year Return
+32.03%
5 Year Return
–
10 Year Return
–
AUM
$192M
AUM Growth
+$192M
(-2.9%)
Cap. Flow
+$5.31M
Cap. Flow
% of AUM
2.77%
Top 10 Holdings %
Top 10 Hldgs %
56.16%
Holding
120
New
5
Increased
27
Reduced
21
Closed
8
Top Buys
Top Sells
| 1 |
FlexShares Core Select Bond Fund
BNDC
|
$1.73M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$670K |
| 3 |
FlexShares Ultra-Short Income Fund
RAVI
|
$575K |
| 4 |
Etsy
ETSY
|
$328K |
| 5 |
iShares ESG Aware US Aggregate Bond ETF
EAGG
|
$282K |
Sector Composition
| 1 | Technology | 15.73% |
| 2 | Industrials | 4.32% |
| 3 | Healthcare | 2.41% |
| 4 | Consumer Discretionary | 2.17% |
| 5 | Financials | 1.82% |
