FNWM
Financial Network Wealth Management Portfolio holdings
AUM
$283M
This Quarter Return
+6.55%
1 Year Return
+8.41%
3 Year Return
+32.03%
5 Year Return
–
10 Year Return
–
AUM
$185M
AUM Growth
+$185M
(+15%)
Cap. Flow
+$15.3M
Cap. Flow
% of AUM
8.29%
Top 10 Holdings %
Top 10 Hldgs %
50.5%
Holding
113
New
23
Increased
20
Reduced
36
Closed
10
Top Buys
| 1 |
Nuveen ESG US Aggregate Bond ETF
NUBD
|
$3.72M |
| 2 |
Microsoft
MSFT
|
$3.5M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.44M |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
$2.2M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$1.95M |
Top Sells
Sector Composition
| 1 | Technology | 13.29% |
| 2 | Industrials | 3.9% |
| 3 | Healthcare | 2.58% |
| 4 | Consumer Discretionary | 1.82% |
| 5 | Financials | 1.65% |
