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
651
$1.33K ﹤0.01%
29
652
$1.33K ﹤0.01%
+56
653
$1.32K ﹤0.01%
+27
654
$1.32K ﹤0.01%
+40
655
$1.32K ﹤0.01%
+24
656
$1.32K ﹤0.01%
+34
657
$1.31K ﹤0.01%
5
658
$1.3K ﹤0.01%
+14
659
$1.29K ﹤0.01%
+6
660
$1.29K ﹤0.01%
+19
661
$1.28K ﹤0.01%
+11
662
$1.28K ﹤0.01%
+7
663
$1.26K ﹤0.01%
40
664
$1.25K ﹤0.01%
+7
665
$1.24K ﹤0.01%
+6
666
$1.24K ﹤0.01%
+11
667
$1.23K ﹤0.01%
+7
668
$1.23K ﹤0.01%
+34
669
$1.22K ﹤0.01%
+8
670
$1.2K ﹤0.01%
+4
671
$1.2K ﹤0.01%
+7
672
$1.19K ﹤0.01%
+32
673
$1.18K ﹤0.01%
+1
674
$1.18K ﹤0.01%
+32
675
$1.18K ﹤0.01%
+2
25 26
27
28 29