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
576
$2.3K ﹤0.01%
+42
577
$2.28K ﹤0.01%
+37
578
$2.27K ﹤0.01%
+11
579
$2.27K ﹤0.01%
+24
580
$2.27K ﹤0.01%
90
+49
581
$2.26K ﹤0.01%
+71
582
$2.24K ﹤0.01%
14
+6
583
$2.22K ﹤0.01%
14
+9
584
$2.18K ﹤0.01%
+26
585
$2.18K ﹤0.01%
+78
586
$2.15K ﹤0.01%
13
+8
587
$2.08K ﹤0.01%
+23
588
$2.07K ﹤0.01%
+1,000
589
$2.07K ﹤0.01%
+67
590
$1.99K ﹤0.01%
+12
591
$1.99K ﹤0.01%
+56
592
$1.98K ﹤0.01%
38
+6
593
$1.97K ﹤0.01%
+18
594
$1.97K ﹤0.01%
+39
595
$1.93K ﹤0.01%
6
596
$1.93K ﹤0.01%
+23
597
$1.93K ﹤0.01%
+15
598
$1.92K ﹤0.01%
+43
599
$1.91K ﹤0.01%
+11
600
$1.9K ﹤0.01%
6
22 23
24
25 26