Portfolio (Quarterly)
Guide ↗
Financial Network Wealth Advisors LLC
· CIK 0002012031| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 20.0 | $2K | 0.00% | +16.0 | +400.0% | $93.85 | +135.7% |
| 202 | PBH | PRESTIGE CONSMR HEALTHCARE I | Healthcare | 25.0 | $1K | 0.00% | +5.0 | +25.0% | $59.28 | -18.5% |
| 203 | CXT | CRANE NXT CO | Industrials | 36.0 | $1K | 0.00% | +1.0 | +2.9% | $40.11 | -2.6% |
| 204 | AZTA | AZENTA INC | Healthcare | 63.0 | $1K | 0.00% | +23.0 | +57.5% | $21.13 | +1.0% |
| 205 | YYY | AMPLIFY ETF TR | — | 56.0 | $613.0 | 0.00% | +2.0 | +3.7% | $10.95 | +6.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
25.9%
Financial Services
12.9%
Healthcare
11.8%
Industrials
10.7%
Consumer Cyclical
10.6%
Communication Services
8.3%
Energy
7.5%
Consumer Defensive
6.3%
Utilities
2.5%
Basic Materials
1.9%