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
76
$194K 0.25%
+1,716
77
$191K 0.25%
2,905
+511
78
$186K 0.24%
373
+59
79
$181K 0.24%
2,017
+1,086
80
$180K 0.24%
4,518
+762
81
$180K 0.24%
4,895
+3,888
82
$175K 0.23%
4,913
+536
83
$170K 0.22%
4,532
-145
84
$169K 0.22%
179
+76
85
$169K 0.22%
4,688
-304
86
$168K 0.22%
203
+76
87
$165K 0.22%
5,838
+1,236
88
$164K 0.22%
3,562
+1,161
89
$163K 0.21%
5,699
90
$163K 0.21%
467
+77
91
$162K 0.21%
1,038
+272
92
$158K 0.21%
6,241
+1,363
93
$155K 0.2%
897
+115
94
$154K 0.2%
3,960
+644
95
$152K 0.2%
627
+302
96
$151K 0.2%
885
+647
97
$150K 0.2%
914
+253
98
$149K 0.2%
968
+420
99
$147K 0.19%
1,207
+87
100
$145K 0.19%
4,173
+978
2 3
4
5 6