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FNWM

Financial Network Wealth Management Portfolio holdings

AUM $316M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$324M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$28.9M
3
+$24.4M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$21.2M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$20.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.59%
2 Industrials 2.81%
3 Financials 1.37%
4 Communication Services 1.24%
5 Consumer Discretionary 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$246K 0.08%
+3,613
102
$245K 0.08%
+657
103
$243K 0.08%
+1,868
104
$234K 0.07%
+7,507
105
$230K 0.07%
+959
106
$225K 0.07%
+1,750
107
$221K 0.07%
+2,332
108
$219K 0.07%
+4,091
109
$218K 0.07%
+460
110
$213K 0.07%
+2,849
111
$213K 0.07%
+1,243
112
$202K 0.06%
+1,560
113
$202K 0.06%
+566
114
$201K 0.06%
+347
115
$73K 0.02%
+14,840
1 2 3 4
5