FNWM
Financial Network Wealth Management Portfolio holdings
AUM
$283M
1-Year Est. Return
8.41%
1 Year Est. Return
+8.41%
AUM
$280M
AUM Growth
+$879K
(+0.32%)
Holding
117
Top Buys
| 1 | +$1.36M | |
| 2 | +$1.32M | |
| 3 | +$1.05M | |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$361K |
| 5 |
Tesla
TSLA
|
+$302K |
Top Sells
| 1 | +$490K | |
| 2 | +$409K | |
| 3 | +$259K | |
| 4 |
UnitedHealth
UNH
|
+$228K |
| 5 |
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
Vanguard FTSE Emerging Markets ETF
VWO
$102B
| $242K | 0.09% |
5,509
+377
|
|
||
102
Chipotle Mexican Grill
CMG
$56.1B
| $241K | 0.09% |
4,000
|
|
||
103
Amgen
AMGN
$161B
| $237K | 0.08% |
912
-100
|
|
||
104
iShares Preferred and Income Securities ETF
PFF
$14.6B
| $235K | 0.08% |
7,502
|
|
||
105
Vanguard Ultra-Short Bond ETF
VUSB
$5.68B
| $230K | 0.08% |
4,649
-244
|
|
||
106
Colgate-Palmolive
CL
$63.9B
| $229K | 0.08% |
2,525
|
|
||
107
Federal Realty Investment Trust
FRT
$8.54B
| $223K | 0.08% |
2,000
|
|
||
108
GE Aerospace
GE
$318B
| $222K | 0.08% |
1,337
|
|
||
109
American Express
AXP
$239B
| $216K | 0.08% |
+731
|
|
||
110
Mastercard
MA
$507B
| $208K | 0.07% |
+396
|
|
||
111
Comcast
CMCSA
$109B
| $207K | 0.07% |
5,533
|
|
||
112
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
| $205K | 0.07% |
3,939
+140
|
|
||
113
AbbVie
ABBV
$406B
| $204K | 0.07% |
1,150
|
|
||
114
Honeywell
HON
$129B
| $203K | 0.07% |
+900
|
|
||
115
Lloyds Banking Group
LYG
$66.2B
| $40K | 0.01% |
14,840
|
|
||
116
Invesco Solar ETF
TAN
$816M
| – | – |
-6,013
|
|
||
|
117
Xylem
XYL
$35.5B
| – | – |
-1,600
|
|