FNWM
Financial Network Wealth Management Portfolio holdings
AUM
$324M
1 Year Est. Return
–
AUM
$324M
AUM Growth
–
Holding
115
Top Buys
| 1 | +$38.1M | |
| 2 | +$31M | |
| 3 | +$27.9M | |
| 4 |
Vanguard ESG US Stock ETF
ESGV
|
+$22.5M |
| 5 |
iShares ESG Aware US Aggregate Bond ETF
EAGG
|
+$20.5M |
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 | |
|---|---|---|---|---|---|---|
101
JPMorgan Global Select Equity ETF
JGLO
$7.26B
| $246K | 0.08% |
+3,613
|
|
||
102
iShares Russell 1000 ETF
IWB
$45.7B
| $245K | 0.08% |
+657
|
|
||
103
Extra Space Storage
EXR
$27.5B
| $243K | 0.08% |
+1,868
|
|
||
104
iShares Preferred and Income Securities ETF
PFF
$14.2B
| $234K | 0.07% |
+7,507
|
|
||
105
Oracle
ORCL
$617B
| $230K | 0.07% |
+959
|
|
||
106
iShares MSCI KLD 400 Social ETF
DSI
$5.07B
| $225K | 0.07% |
+1,750
|
|
||
107
JPMorgan Active Growth ETF
JGRO
$8.37B
| $221K | 0.07% |
+2,332
|
|
||
108
iShares New York Muni Bond ETF
NYF
$1.02B
| $219K | 0.07% |
+4,091
|
|
||
109
Deere & Co
DE
$130B
| $218K | 0.07% |
+460
|
|
||
110
JPMorgan International Research Enhanced Equity ETF
JIRE
$9.57B
| $213K | 0.07% |
+2,849
|
|
||
111
Qualcomm
QCOM
$189B
| $213K | 0.07% |
+1,243
|
|
||
112
Broadcom
AVGO
$1.84T
| $202K | 0.06% |
+566
|
|
||
113
Emerson Electric
EMR
$77.3B
| $202K | 0.06% |
+1,560
|
|
||
114
GE Vernova
GEV
$170B
| $201K | 0.06% |
+347
|
|
||
115
Lloyds Banking Group
LYG
$75.4B
| $73K | 0.02% |
+14,840
|
|