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
426
$9.18K 0.01%
29
427
$9.18K 0.01%
+70
428
$9.01K 0.01%
+294
429
$9.01K 0.01%
600
430
$8.86K 0.01%
+124
431
$8.86K 0.01%
668
432
$8.86K 0.01%
436
433
$8.73K 0.01%
45
-437
434
$8.66K 0.01%
904
435
$8.56K 0.01%
300
+229
436
$8.54K 0.01%
158
437
$8.47K 0.01%
+82
438
$8.44K 0.01%
403
439
$8.44K 0.01%
100
440
$8.28K 0.01%
+187
441
$8.19K 0.01%
18
+6
442
$8.19K 0.01%
46
+22
443
$7.95K 0.01%
+72
444
$7.77K 0.01%
751
445
$7.75K 0.01%
248
+135
446
$7.72K 0.01%
105
+32
447
$7.68K 0.01%
+38
448
$7.65K 0.01%
224
+172
449
$7.63K 0.01%
+118
450
$7.61K 0.01%
12
+4
16 17
18
19 20