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
$263M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.57M
3
+$1.54M
4
UNH icon
UnitedHealth
UNH
+$1.54M
5
GLD icon
SPDR Gold Trust
GLD
+$1.44M

Top Sells

1
+$1.43M
2
+$345K
3
+$204K
4
AAPL icon
Apple
AAPL
+$159K
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$151K

Sector Composition

1 Technology 20.82%
2 Industrials 3.01%
3 Consumer Discretionary 1.48%
4 Healthcare 1.4%
5 Financials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$356K 0.14%
+1,316
77
$350K 0.13%
+2,955
78
$346K 0.13%
+1,900
79
$336K 0.13%
+4,297
80
$334K 0.13%
+4,473
81
$326K 0.12%
+7,924
82
$323K 0.12%
+583
83
$319K 0.12%
+5,454
84
$316K 0.12%
+1,012
85
$301K 0.11%
+2,036
86
$301K 0.11%
+3,551
87
$286K 0.11%
+1,957
88
$282K 0.11%
+951
89
$264K 0.1%
+681
90
$262K 0.1%
+6,536
91
$261K 0.1%
+7,196
92
$256K 0.1%
+6,280
93
$250K 0.1%
+4,000
94
$245K 0.09%
+2,525
95
$242K 0.09%
+5,100
96
$240K 0.09%
+4,071
97
$236K 0.09%
+7,498
98
$232K 0.09%
+5,323
99
$228K 0.09%
+1,299
100
$225K 0.09%
+841
1 2 3
4
5