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
526
$3.68K ﹤0.01%
8
+5
527
$3.65K ﹤0.01%
32
+11
528
$3.63K ﹤0.01%
18
+12
529
$3.61K ﹤0.01%
+133
530
$3.56K ﹤0.01%
14
531
$3.55K ﹤0.01%
+113
532
$3.5K ﹤0.01%
+12
533
$3.43K ﹤0.01%
+82
534
$3.43K ﹤0.01%
18
+12
535
$3.43K ﹤0.01%
87
+52
536
$3.39K ﹤0.01%
52
+7
537
$3.26K ﹤0.01%
25
+15
538
$3.25K ﹤0.01%
+97
539
$3.25K ﹤0.01%
40
+23
540
$3.21K ﹤0.01%
23
+14
541
$3.04K ﹤0.01%
+100
542
$3.04K ﹤0.01%
22
+18
543
$2.99K ﹤0.01%
80
+64
544
$2.95K ﹤0.01%
+124
545
$2.88K ﹤0.01%
200
546
$2.87K ﹤0.01%
31
+16
547
$2.83K ﹤0.01%
25
+15
548
$2.82K ﹤0.01%
+14
549
$2.82K ﹤0.01%
6
+1
550
$2.78K ﹤0.01%
35
+6
20 21
22
23 24