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
326
$23.4K 0.03%
312
+12
327
$22.4K 0.03%
+215
328
$22.2K 0.03%
376
+193
329
$21.8K 0.03%
+74
330
$21.8K 0.03%
+142
331
$21.5K 0.03%
+291
332
$21.3K 0.03%
217
333
$21.2K 0.03%
+499
334
$20.9K 0.03%
+447
335
$20.5K 0.03%
100
336
$20.4K 0.03%
+152
337
$20.3K 0.03%
+801
338
$19.7K 0.03%
468
339
$19.6K 0.03%
572
340
$19.6K 0.03%
300
341
$19.5K 0.03%
792
342
$19.3K 0.03%
+2,638
343
$19.3K 0.03%
+113
344
$19.1K 0.03%
+500
345
$18.7K 0.02%
+145
346
$18.7K 0.02%
320
+55
347
$18.6K 0.02%
765
348
$18.4K 0.02%
107
+60
349
$18.2K 0.02%
146
+127
350
$17.7K 0.02%
+593
12 13
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