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  Name: Financial Network Wealth Management LLC
  City: DRAPER
  State: UT
  Zip: 84020
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $211,262,000
  Total Value Change : $-19,755,000
  Securities Held Change : -65
   
All Securities Held : 43
  New Positions : 3
  Closed Positions : 68
  Increased Positions : 7
  Unchanged Positions : 6
  Decreased Positions : 27

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ESGD)1 Year Chart         ESGD Ishares Trust Ishares Msci ... 1 - $79.03 $25,550,000 319,938 12.09% 13,245,000 157,033 0.04    N/A
   (EAGG)1 Year Chart         EAGG Ishares Esg Us Aggregate Bo... 4 - $46.49 $14,565,000 315,003 6.89% 1,546,000 42,288 0.138    N/A
   (HYXE)1 Year Chart         HYXE Ishares Iboxx High Yld Ex Oil 15 - $0.00 $3,547,000 78,580 1.68% 287,000 6,871 0.873    N/A
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 21 - $493.53 $2,248,000 4,729 1.06% 210,000 63 0.001    Closed - End Fund - E...
   (NUMG)1 Year Chart         NUMG Nushares Esg Mid Cap Growth... 30 - $0.00 $1,361,000 31,851 0.64% 94,000 1,918 0.068    N/A
   (DGRO)1 Year Chart         DGRO iShares Core Dividend Growth 38 - $57.10 $650,000 11,374 0.31% 234,000 3,632 0.004    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 39 - $58.11 $645,000 10,883 0.31% 42,000 8,707 0.005    Closed - End Fund - E...

      7 Records Found
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