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
676
$1.18K ﹤0.01%
+9
677
$1.17K ﹤0.01%
+17
678
$1.14K ﹤0.01%
+2
679
$1.14K ﹤0.01%
4
680
$1.14K ﹤0.01%
6
681
$1.13K ﹤0.01%
+71
682
$1.13K ﹤0.01%
+92
683
$1.11K ﹤0.01%
+37
684
$1.1K ﹤0.01%
+22
685
$1.09K ﹤0.01%
+63
686
$1.08K ﹤0.01%
+178
687
$1.08K ﹤0.01%
+26
688
$1.08K ﹤0.01%
+8
689
$1.08K ﹤0.01%
14
690
$1.07K ﹤0.01%
+15
691
$1.07K ﹤0.01%
+46
692
$1.07K ﹤0.01%
+11
693
$1.07K ﹤0.01%
+26
694
$1.07K ﹤0.01%
+10
695
$1.06K ﹤0.01%
+21
696
$1.06K ﹤0.01%
8
697
$1.05K ﹤0.01%
+4
698
$1.05K ﹤0.01%
+74
699
$1.05K ﹤0.01%
+36
700
$1.04K ﹤0.01%
+39
26 27
28
29 30