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
351
$17.7K 0.02%
+192
352
$17.6K 0.02%
+531
353
$17.4K 0.02%
353
+234
354
$17.2K 0.02%
180
+60
355
$17K 0.02%
76
+47
356
$16.7K 0.02%
741
+129
357
$16.5K 0.02%
229
-125
358
$16.3K 0.02%
+519
359
$16.2K 0.02%
873
+459
360
$16.1K 0.02%
+136
361
$16K 0.02%
395
-422
362
$16K 0.02%
+1,426
363
$15.7K 0.02%
186
+153
364
$15.5K 0.02%
58
365
$15.5K 0.02%
+462
366
$15.3K 0.02%
210
+23
367
$14.9K 0.02%
197
368
$14.7K 0.02%
85
+56
369
$14.6K 0.02%
419
+246
370
$14.6K 0.02%
+368
371
$14.3K 0.02%
34
+12
372
$14.1K 0.02%
+667
373
$14K 0.02%
82
-189
374
$14K 0.02%
24
+2
375
$13.9K 0.02%
+173
13 14
15
16 17