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
26
$513K 0.67%
14,159
27
$506K 0.66%
6,563
+789
28
$499K 0.66%
12,248
+313
29
$491K 0.64%
6,173
+747
30
$486K 0.64%
3,144
+958
31
$479K 0.63%
9,504
+3,622
32
$474K 0.62%
11,147
+5,595
33
$463K 0.61%
2,435
+806
34
$458K 0.6%
20,784
+4,374
35
$449K 0.59%
+15,300
36
$435K 0.57%
5,315
+1,102
37
$428K 0.56%
4,493
+2,804
38
$425K 0.56%
6,839
+6,086
39
$397K 0.52%
5,540
+197
40
$383K 0.5%
2,973
+238
41
$378K 0.5%
16,764
+6,507
42
$363K 0.48%
1,035
+218
43
$353K 0.46%
3,254
+1,290
44
$349K 0.46%
8,330
+2,230
45
$344K 0.45%
628
+101
46
$339K 0.45%
12,321
+2,923
47
$337K 0.44%
10,673
48
$327K 0.43%
4,167
+621
49
$320K 0.42%
3,645
+393
50
$313K 0.41%
6,897
+2,802
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