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
101
$145K 0.19%
2,377
+144
102
$145K 0.19%
591
+291
103
$145K 0.19%
3,729
+218
104
$143K 0.19%
282
+126
105
$142K 0.19%
254
+64
106
$142K 0.19%
370
+100
107
$140K 0.18%
5,830
+4,053
108
$140K 0.18%
2,818
109
$138K 0.18%
+3,023
110
$138K 0.18%
+5,153
111
$136K 0.18%
313
+95
112
$133K 0.17%
434
+203
113
$131K 0.17%
3,463
+1,563
114
$129K 0.17%
2,644
115
$129K 0.17%
1,014
116
$126K 0.17%
1,155
+526
117
$124K 0.16%
463
+153
118
$123K 0.16%
201
+54
119
$123K 0.16%
2,229
+574
120
$123K 0.16%
3,193
-330
121
$121K 0.16%
3,415
+426
122
$120K 0.16%
773
+219
123
$119K 0.16%
3,457
+140
124
$119K 0.16%
1,752
+1,064
125
$117K 0.15%
348
+156
3 4
5
6 7