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
$211M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$8.31M
3
+$6.57M
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.96M
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.33M

Top Sells

1
+$7.62M
2
+$7.45M
3
+$6.56M
4
UNH icon
UnitedHealth
UNH
+$1.61M
5
LOW icon
Lowe's Companies
LOW
+$1.6M

Sector Composition

1 Technology 20.71%
2 Industrials 1.25%
3 Consumer Staples 1.05%
4 Financials 0.02%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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103
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-5,894
104
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105
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-5,915
106
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-2,521
107
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-7,924
108
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-5,107
109
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-5,800
110
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-3,859
111
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-816
1 2 3 4
5