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
551
$2.72K ﹤0.01%
+17
552
$2.69K ﹤0.01%
+52
553
$2.67K ﹤0.01%
+102
554
$2.65K ﹤0.01%
+38
555
$2.63K ﹤0.01%
+25
556
$2.6K ﹤0.01%
+77
557
$2.6K ﹤0.01%
+9
558
$2.6K ﹤0.01%
+22
559
$2.59K ﹤0.01%
+16
560
$2.59K ﹤0.01%
+87
561
$2.58K ﹤0.01%
+45
562
$2.57K ﹤0.01%
41
+30
563
$2.57K ﹤0.01%
+91
564
$2.48K ﹤0.01%
+109
565
$2.43K ﹤0.01%
+23
566
$2.42K ﹤0.01%
12
+7
567
$2.4K ﹤0.01%
+19
568
$2.38K ﹤0.01%
+43
569
$2.38K ﹤0.01%
+16
570
$2.37K ﹤0.01%
7
571
$2.35K ﹤0.01%
+48
572
$2.34K ﹤0.01%
46
+25
573
$2.32K ﹤0.01%
+29
574
$2.31K ﹤0.01%
+23
575
$2.31K ﹤0.01%
+15
21 22
23
24 25