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
126
$117K 0.15%
230
+60
127
$117K 0.15%
2,812
+570
128
$115K 0.15%
423
+175
129
$115K 0.15%
725
+417
130
$113K 0.15%
1,833
+1,272
131
$112K 0.15%
546
+143
132
$111K 0.15%
1,240
+461
133
$110K 0.14%
3,077
+534
134
$109K 0.14%
+3,119
135
$107K 0.14%
596
+319
136
$106K 0.14%
3,637
+1,200
137
$106K 0.14%
3,303
138
$105K 0.14%
4,305
+1,469
139
$105K 0.14%
305
+90
140
$105K 0.14%
281
+85
141
$104K 0.14%
2,054
+356
142
$104K 0.14%
+378
143
$104K 0.14%
2,802
144
$104K 0.14%
+1,518
145
$103K 0.14%
689
+407
146
$103K 0.14%
699
+313
147
$103K 0.13%
1,100
-220
148
$99.9K 0.13%
1,588
+577
149
$98.3K 0.13%
+1,204
150
$97.9K 0.13%
1,189
+496
4 5
6
7 8