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
701
$1.04K ﹤0.01%
+102
702
$1.03K ﹤0.01%
30
703
$1.02K ﹤0.01%
+15
704
$1.02K ﹤0.01%
+7
705
$1.02K ﹤0.01%
+3
706
$1.02K ﹤0.01%
+36
707
$1.01K ﹤0.01%
16
708
$1.01K ﹤0.01%
+3
709
$1.01K ﹤0.01%
+600
710
$1K ﹤0.01%
+9
711
$1K ﹤0.01%
+100
712
$995 ﹤0.01%
+13
713
$989 ﹤0.01%
+19
714
$977 ﹤0.01%
+12
715
$953 ﹤0.01%
+10
716
$953 ﹤0.01%
+184
717
$953 ﹤0.01%
+18
718
$944 ﹤0.01%
18
719
$932 ﹤0.01%
+6
720
$931 ﹤0.01%
+2
721
$929 ﹤0.01%
+205
722
$923 ﹤0.01%
+16
723
$918 ﹤0.01%
+19
724
$912 ﹤0.01%
+4
725
$912 ﹤0.01%
+10
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