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
401
$11.3K 0.01%
37
+15
402
$11K 0.01%
206
+171
403
$11K 0.01%
+149
404
$10.9K 0.01%
+326
405
$10.9K 0.01%
36
+20
406
$10.8K 0.01%
272
+175
407
$10.7K 0.01%
+391
408
$10.7K 0.01%
62
409
$10.7K 0.01%
424
410
$10.6K 0.01%
30
+9
411
$10.5K 0.01%
+22
412
$10.5K 0.01%
345
413
$10.4K 0.01%
31
+17
414
$10.4K 0.01%
35
+8
415
$10.4K 0.01%
+134
416
$10.3K 0.01%
270
417
$10K 0.01%
+332
418
$9.99K 0.01%
99
+68
419
$9.96K 0.01%
43
+26
420
$9.89K 0.01%
390
+269
421
$9.47K 0.01%
+102
422
$9.45K 0.01%
158
+96
423
$9.43K 0.01%
483
424
$9.24K 0.01%
39
+21
425
$9.23K 0.01%
556
15 16
17
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