We are live on ! Find out more
FNWM

Financial Network Wealth Management Portfolio holdings

AUM $316M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$324M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$28.9M
3
+$24.4M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$21.2M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$20.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.59%
2 Industrials 2.81%
3 Financials 1.37%
4 Communication Services 1.24%
5 Consumer Discretionary 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$409K 0.13%
+4,297
77
$399K 0.12%
+1,567
78
$388K 0.12%
+873
79
$384K 0.12%
+2,728
80
$377K 0.12%
+7,498
81
$367K 0.11%
+31,727
82
$354K 0.11%
+681
83
$350K 0.11%
+1,083
84
$328K 0.1%
+8,254
85
$324K 0.1%
+4,505
86
$320K 0.1%
+872
87
$320K 0.1%
+3,556
88
$314K 0.1%
+6,554
89
$311K 0.1%
+7,196
90
$309K 0.1%
+2,390
91
$308K 0.1%
+3,477
92
$306K 0.09%
+6,155
93
$278K 0.09%
+833
94
$277K 0.09%
+877
95
$270K 0.08%
+1,438
96
$269K 0.08%
+3,933
97
$268K 0.08%
+870
98
$268K 0.08%
+4,857
99
$267K 0.08%
+1,105
100
$247K 0.08%
+9,960
1 2 3
4
5