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
451
$7.4K 0.01%
370
+285
452
$7.35K 0.01%
209
453
$7.33K 0.01%
+160
454
$7.32K 0.01%
181
+99
455
$7.26K 0.01%
+126
456
$7.25K 0.01%
+45
457
$7.11K 0.01%
+1,000
458
$7.1K 0.01%
13
+4
459
$7.06K 0.01%
+129
460
$7.06K 0.01%
42
+27
461
$6.85K 0.01%
+28
462
$6.77K 0.01%
439
+59
463
$6.69K 0.01%
+57
464
$6.54K 0.01%
+188
465
$6.46K 0.01%
555
466
$6.33K 0.01%
30
+17
467
$6.3K 0.01%
+100
468
$6.26K 0.01%
147
+78
469
$6.23K 0.01%
+351
470
$6.15K 0.01%
38
+23
471
$6.11K 0.01%
701
+96
472
$6K 0.01%
129
-2,230
473
$5.91K 0.01%
847
474
$5.81K 0.01%
52
+35
475
$5.8K 0.01%
+166
17 18
19
20 21