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
626
$1.59K ﹤0.01%
+117
627
$1.59K ﹤0.01%
29
628
$1.58K ﹤0.01%
+9
629
$1.55K ﹤0.01%
+5
630
$1.53K ﹤0.01%
+10
631
$1.5K ﹤0.01%
+75
632
$1.48K ﹤0.01%
37
633
$1.46K ﹤0.01%
+67
634
$1.46K ﹤0.01%
3
635
$1.45K ﹤0.01%
+13
636
$1.44K ﹤0.01%
+11
637
$1.44K ﹤0.01%
+25
638
$1.43K ﹤0.01%
+9
639
$1.43K ﹤0.01%
+12
640
$1.42K ﹤0.01%
+43
641
$1.41K ﹤0.01%
+15
642
$1.4K ﹤0.01%
+1,000
643
$1.4K ﹤0.01%
+10
644
$1.4K ﹤0.01%
+9
645
$1.4K ﹤0.01%
9
646
$1.39K ﹤0.01%
+6
647
$1.39K ﹤0.01%
+100
648
$1.38K ﹤0.01%
+9
649
$1.37K ﹤0.01%
+10
650
$1.34K ﹤0.01%
+26
24 25
26
27 28