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
51
$310K 0.41%
10,313
+2,699
52
$309K 0.41%
10,865
53
$305K 0.4%
9,900
+1,880
54
$302K 0.4%
1,808
+280
55
$302K 0.4%
5,341
+85
56
$291K 0.38%
1,980
57
$289K 0.38%
6,914
58
$280K 0.37%
2,859
+2,293
59
$274K 0.36%
3,815
+477
60
$272K 0.36%
1,096
+896
61
$264K 0.35%
7,181
62
$259K 0.34%
1,855
+502
63
$256K 0.34%
699
+284
64
$256K 0.34%
5,900
+818
65
$243K 0.32%
8,896
+2,303
66
$238K 0.31%
3,992
+3,635
67
$221K 0.29%
2,235
+857
68
$217K 0.28%
5,297
+1,364
69
$213K 0.28%
7,562
+300
70
$212K 0.28%
7,665
+723
71
$204K 0.27%
653
+171
72
$202K 0.27%
2,912
+1,298
73
$199K 0.26%
3,335
+1,360
74
$198K 0.26%
1,194
+450
75
$194K 0.26%
7,319
+515
1 2
3
4 5