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
301
$30.9K 0.04%
253
+198
302
$30.2K 0.04%
+715
303
$30.1K 0.04%
287
+222
304
$29.8K 0.04%
+780
305
$29.3K 0.04%
+175
306
$28.5K 0.04%
+143
307
$28.2K 0.04%
965
308
$27.9K 0.04%
196
+125
309
$27.8K 0.04%
796
+75
310
$27.7K 0.04%
66
+6
311
$27.5K 0.04%
458
312
$26.7K 0.04%
253
+139
313
$26.1K 0.03%
1,345
-261
314
$26.1K 0.03%
+514
315
$25.9K 0.03%
+986
316
$25.8K 0.03%
+887
317
$25.8K 0.03%
+300
318
$25.7K 0.03%
+961
319
$25.1K 0.03%
+238
320
$24.7K 0.03%
+300
321
$24.3K 0.03%
563
322
$24.2K 0.03%
50
+15
323
$24K 0.03%
+568
324
$23.8K 0.03%
+411
325
$23.6K 0.03%
+88
11 12
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