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
726
$912 ﹤0.01%
+11
727
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+30
728
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729
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730
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731
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732
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733
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734
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735
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736
$860 ﹤0.01%
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738
$854 ﹤0.01%
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739
$851 ﹤0.01%
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740
$848 ﹤0.01%
3
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741
$836 ﹤0.01%
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742
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743
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745
$829 ﹤0.01%
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746
$802 ﹤0.01%
3
747
$771 ﹤0.01%
+21
748
$771 ﹤0.01%
+36
749
$769 ﹤0.01%
+10
750
$765 ﹤0.01%
+20
28 29
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