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
376
$13.8K 0.02%
46
+41
377
$13.7K 0.02%
+105
378
$13.7K 0.02%
+451
379
$13.5K 0.02%
+173
380
$13.5K 0.02%
+531
381
$13.5K 0.02%
+439
382
$13.5K 0.02%
129
+42
383
$13.4K 0.02%
+172
384
$13.1K 0.02%
+458
385
$13.1K 0.02%
223
+92
386
$12.8K 0.02%
+63
387
$12.7K 0.02%
405
388
$12.7K 0.02%
551
+169
389
$12.6K 0.02%
+424
390
$12.4K 0.02%
553
391
$11.9K 0.02%
109
+74
392
$11.8K 0.02%
425
+45
393
$11.8K 0.02%
201
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394
$11.8K 0.02%
167
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395
$11.6K 0.02%
24
+15
396
$11.5K 0.02%
1,072
+78
397
$11.5K 0.02%
69
+48
398
$11.5K 0.02%
131
+119
399
$11.4K 0.02%
48
+18
400
$11.4K 0.02%
+138
14 15
16
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