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
$263M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.57M
3
+$1.54M
4
UNH icon
UnitedHealth
UNH
+$1.54M
5
GLD icon
SPDR Gold Trust
GLD
+$1.44M

Top Sells

1
+$1.43M
2
+$345K
3
+$204K
4
AAPL icon
Apple
AAPL
+$159K
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$151K

Sector Composition

1 Technology 20.82%
2 Industrials 3.01%
3 Consumer Discretionary 1.48%
4 Healthcare 1.4%
5 Financials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$222K 0.08%
+4,501
102
$217K 0.08%
+1,600
103
$216K 0.08%
+5,533
104
$212K 0.08%
+1,337
105
$209K 0.08%
+2,728
106
$209K 0.08%
+816
107
– –
-14,840
108
– –
-31,727
109
– –
-10,401
1 2 3 4
5