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
176
$83.6K 0.11%
1,885
+667
177
$83.5K 0.11%
2,337
+263
178
$83.3K 0.11%
2,720
179
$83.2K 0.11%
+1,133
180
$82.9K 0.11%
2,206
181
$82.1K 0.11%
62
182
$80.6K 0.11%
352
+68
183
$80.3K 0.11%
886
+148
184
$79.2K 0.1%
1,909
+747
185
$78.3K 0.1%
+3,194
186
$78.2K 0.1%
1,730
+494
187
$77.9K 0.1%
1,866
+763
188
$77.8K 0.1%
456
+76
189
$77.5K 0.1%
1,021
+289
190
$76.6K 0.1%
1,905
+211
191
$76.3K 0.1%
1,568
+1,219
192
$75.9K 0.1%
2,536
-681
193
$75.8K 0.1%
+1,523
194
$74.6K 0.1%
288
+124
195
$72.3K 0.09%
319
+90
196
$71.7K 0.09%
+2,139
197
$70.9K 0.09%
246
+161
198
$70.6K 0.09%
4,210
+3,260
199
$70.3K 0.09%
332
+317
200
$70K 0.09%
317
+26
6 7
8
9 10