FNWA

Financial Network Wealth Advisors Portfolio holdings

AUM $91.4M
1-Year Est. Return 12.5%
This Quarter Est. Return
1 Year Est. Return
+12.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.2M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$747K
3
+$719K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$694K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$689K

Top Sells

1
+$104K
2
+$84.8K
3
+$68.6K
4
BLK icon
Blackrock
BLK
+$59.6K
5
INDA icon
iShares MSCI India ETF
INDA
+$43.3K

Sector Composition

1 Technology 9.34%
2 Healthcare 4.94%
3 Financials 4.28%
4 Consumer Discretionary 4.11%
5 Industrials 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$49K 0.06%
690
+35
252
$48.8K 0.06%
25
+14
253
$48.3K 0.06%
969
+827
254
$47.9K 0.06%
1,511
+346
255
$47.5K 0.06%
327
+117
256
$46.7K 0.06%
1,455
+555
257
$46.5K 0.06%
197
+41
258
$46.4K 0.06%
173
+146
259
$46.2K 0.06%
1,036
+560
260
$44.7K 0.06%
427
+165
261
$44.5K 0.06%
426
+16
262
$44.3K 0.06%
783
+473
263
$43.5K 0.06%
1,160
+917
264
$43.1K 0.06%
710
+124
265
$42.7K 0.06%
414
+14
266
$42.5K 0.06%
580
+562
267
$41.5K 0.05%
356
+75
268
$41.3K 0.05%
154
+89
269
$40.9K 0.05%
484
+357
270
$40.8K 0.05%
364
+307
271
$40.7K 0.05%
1,183
272
$40.2K 0.05%
+1,431
273
$40.1K 0.05%
499
+87
274
$40K 0.05%
369
+297
275
$39.7K 0.05%
235
+44
9 10
11
12 13