FNWM

Financial Network Wealth Management Portfolio holdings

AUM $283M
1-Year Est. Return 8.41%
This Quarter Est. Return
1 Year Est. Return
+8.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Sells

1 +$214K
2 +$200K
3 +$159K
4
NFLX icon
Netflix
NFLX
+$70.9K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$64.3K

Sector Composition

1 Technology 14.53%
2 Industrials 5.2%
3 Consumer Discretionary 2.73%
4 Healthcare 2.71%
5 Financials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$206K 0.13%
15,350
102
$204K 0.13%
12,066
103
$203K 0.13%
+2,000
104
$200K 0.13%
+825
105
$188K 0.12%
12,177
106
$161K 0.11%
2,468
107
-820