FNWM

Financial Network Wealth Management Portfolio holdings

AUM $324M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$879K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.32M
3
+$1.05M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$361K
5
TSLA icon
Tesla
TSLA
+$302K

Top Sells

1
+$490K
2
+$409K
3
+$259K
4
UNH icon
UnitedHealth
UNH
+$228K
5
XYL icon
Xylem
XYL
+$216K

Sector Composition

1 Technology 20.61%
2 Industrials 2.92%
3 Financials 1.65%
4 Consumer Discretionary 1.61%
5 Consumer Staples 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$242K 0.09%
5,509
+377
102
$241K 0.09%
4,000
103
$237K 0.08%
912
-100
104
$235K 0.08%
7,502
105
$230K 0.08%
4,649
-244
106
$229K 0.08%
2,525
107
$223K 0.08%
2,000
108
$222K 0.08%
1,337
109
$216K 0.08%
+731
110
$208K 0.07%
+396
111
$207K 0.07%
5,533
112
$205K 0.07%
3,939
+140
113
$204K 0.07%
1,150
114
$203K 0.07%
+900
115
$40K 0.01%
14,840
116
– –
-6,013
117
– –
-1,600
1 2 3 4
5