FNWM
Financial Network Wealth Management Portfolio holdings
AUM
$283M
This Quarter Return
+5.39%
1 Year Return
+8.41%
3 Year Return
+32.03%
5 Year Return
–
10 Year Return
–
AUM
$279M
AUM Growth
+$16.5M
(+6.3%)
Cap. Flow
+$3.11M
Cap. Flow
% of AUM
1.12%
Top 10 Holdings %
Top 10 Hldgs %
59.04%
Holding
114
New
8
Increased
18
Reduced
40
Closed
1
Top Buys
Top Sells
| 1 |
Vanguard ESG US Stock ETF
ESGV
|
$532K |
| 2 |
Invesco QQQ Trust
QQQ
|
$532K |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$330K |
| 4 |
JPMorgan BetaBuilders International Equity ETF
BBIN
|
$240K |
| 5 |
NVIDIA
NVDA
|
$159K |
Sector Composition
| 1 | Technology | 19.9% |
| 2 | Industrials | 3.1% |
| 3 | Consumer Discretionary | 1.57% |
| 4 | Healthcare | 1.55% |
| 5 | Financials | 1.47% |
