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
151
$97.4K 0.13%
367
+345
152
$96.8K 0.13%
3,920
+2,589
153
$95.4K 0.13%
+1,889
154
$95.4K 0.13%
2,003
155
$95.1K 0.12%
165
+97
156
$95.1K 0.12%
708
157
$94.7K 0.12%
2,925
158
$93.3K 0.12%
385
+124
159
$92.7K 0.12%
928
160
$92.1K 0.12%
139
+53
161
$91.7K 0.12%
+2,929
162
$90.4K 0.12%
947
+58
163
$88.8K 0.12%
1,951
164
$88.7K 0.12%
2,383
+830
165
$88.4K 0.12%
+7,525
166
$88K 0.12%
201
+58
167
$87.6K 0.12%
+3,339
168
$87.6K 0.12%
+962
169
$86.4K 0.11%
165
+57
170
$85.9K 0.11%
1,889
+849
171
$85.8K 0.11%
368
+89
172
$84.9K 0.11%
2,371
173
$84.8K 0.11%
104
+47
174
$84.2K 0.11%
822
+288
175
$83.8K 0.11%
338
+100
5 6
7
8 9