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
601
$1.9K ﹤0.01%
100
602
$1.89K ﹤0.01%
2
-63
603
$1.86K ﹤0.01%
+24
604
$1.85K ﹤0.01%
57
605
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29
606
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+1
607
$1.84K ﹤0.01%
+10
608
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+24
609
$1.84K ﹤0.01%
+35
610
$1.79K ﹤0.01%
+24
611
$1.78K ﹤0.01%
+31
612
$1.78K ﹤0.01%
+22
613
$1.76K ﹤0.01%
36
614
$1.75K ﹤0.01%
+44
615
$1.74K ﹤0.01%
+4
616
$1.72K ﹤0.01%
+70
617
$1.72K ﹤0.01%
+16
618
$1.69K ﹤0.01%
+85
619
$1.67K ﹤0.01%
+24
620
$1.66K ﹤0.01%
+47
621
$1.66K ﹤0.01%
+5
622
$1.65K ﹤0.01%
+9
623
$1.65K ﹤0.01%
+3
624
$1.64K ﹤0.01%
+8
625
$1.62K ﹤0.01%
+105
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