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
476
$5.79K 0.01%
19
477
$5.77K 0.01%
+575
478
$5.76K 0.01%
45
+29
479
$5.74K 0.01%
+50
480
$5.74K 0.01%
122
+68
481
$5.69K 0.01%
98
+75
482
$5.65K 0.01%
47
+8
483
$5.63K 0.01%
31
+17
484
$5.6K 0.01%
1,100
+206
485
$5.58K 0.01%
165
+128
486
$5.56K 0.01%
17
+11
487
$5.47K 0.01%
11
+7
488
$5.43K 0.01%
70
+11
489
$5.36K 0.01%
173
490
$5.3K 0.01%
103
-841
491
$5.3K 0.01%
45
492
$5.19K 0.01%
33
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493
$5.19K 0.01%
42
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494
$5.16K 0.01%
68
495
$5.16K 0.01%
39
+6
496
$5.13K 0.01%
46
+7
497
$5.13K 0.01%
+161
498
$5.12K 0.01%
21
+12
499
$5.07K 0.01%
+200
500
$4.96K 0.01%
70
+20
18 19
20
21 22