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
276
$39.4K 0.05%
1,339
+235
277
$38.6K 0.05%
+682
278
$38.2K 0.05%
385
+370
279
$38.1K 0.05%
10
+4
280
$37.6K 0.05%
114
+14
281
$37.6K 0.05%
494
282
$37.4K 0.05%
143
+37
283
$36.9K 0.05%
466
+18
284
$36K 0.05%
+1,444
285
$35.4K 0.05%
243
+43
286
$35.4K 0.05%
1,053
+186
287
$35.3K 0.05%
79
+12
288
$34.8K 0.05%
943
+541
289
$34.8K 0.05%
839
+542
290
$34.2K 0.04%
171
+77
291
$34.2K 0.04%
687
+159
292
$34K 0.04%
189
+44
293
$34K 0.04%
331
+215
294
$33.2K 0.04%
152
+7
295
$33.2K 0.04%
+300
296
$32K 0.04%
502
297
$31.3K 0.04%
+141
298
$31.3K 0.04%
763
+724
299
$31.1K 0.04%
+212
300
$30.9K 0.04%
932
10 11
12
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