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
501
$4.92K 0.01%
+120
502
$4.8K 0.01%
64
+13
503
$4.78K 0.01%
36
504
$4.75K 0.01%
36
+27
505
$4.7K 0.01%
107
+82
506
$4.64K 0.01%
8
+5
507
$4.53K 0.01%
+16
508
$4.48K 0.01%
26
509
$4.47K 0.01%
31
+19
510
$4.45K 0.01%
256
+140
511
$4.42K 0.01%
38
+24
512
$4.29K 0.01%
10
+6
513
$4.26K 0.01%
27
+17
514
$4.19K 0.01%
96
515
$4.18K 0.01%
100
+77
516
$4.04K 0.01%
47
+27
517
$4.02K 0.01%
46
+28
518
$3.98K 0.01%
+100
519
$3.96K 0.01%
49
+20
520
$3.93K 0.01%
7
+3
521
$3.91K 0.01%
+200
522
$3.77K 0.01%
53
+29
523
$3.75K ﹤0.01%
505
+272
524
$3.75K ﹤0.01%
69
+23
525
$3.73K ﹤0.01%
192
+148
19 20
21
22 23