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
76
$392K 0.14%
3,720
-8
77
$374K 0.13%
2,300
78
$369K 0.13%
2,390
79
$366K 0.13%
5,219
-21
80
$366K 0.13%
2,873
-82
81
$361K 0.13%
31,727
82
$359K 0.13%
1,900
83
$335K 0.12%
4,486
-3
84
$324K 0.12%
4,297
85
$316K 0.11%
681
86
$316K 0.11%
3,551
87
$316K 0.11%
7,924
88
$306K 0.11%
951
89
$302K 0.11%
+750
90
$286K 0.1%
1,299
91
$285K 0.1%
1,911
92
$284K 0.1%
2,106
+108
93
$280K 0.1%
4,746
-54
94
$279K 0.1%
1,932
-25
95
$272K 0.1%
816
96
$257K 0.09%
579
97
$257K 0.09%
7,196
98
$250K 0.09%
6,279
-1
99
$243K 0.09%
4,238
-1,216
100
$242K 0.09%
838
1 2 3
4
5