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
201
$69.8K 0.09%
544
+169
202
$68.9K 0.09%
565
203
$67K 0.09%
989
+290
204
$66.7K 0.09%
+696
205
$66.3K 0.09%
129
206
$66.1K 0.09%
799
-201
207
$65.8K 0.09%
834
208
$65.2K 0.09%
600
-1
209
$64.7K 0.09%
1,791
210
$64.4K 0.08%
585
+336
211
$62.8K 0.08%
1,387
+227
212
$62.5K 0.08%
1,778
213
$62.5K 0.08%
683
214
$62.4K 0.08%
1,819
+865
215
$62.1K 0.08%
78
-20
216
$61.2K 0.08%
335
+97
217
$61.1K 0.08%
2,223
218
$60.5K 0.08%
1,625
219
$60.3K 0.08%
+1,441
220
$59.9K 0.08%
13
+7
221
$59.9K 0.08%
188
+30
222
$59.4K 0.08%
936
+319
223
$59.2K 0.08%
3,445
+1,260
224
$59K 0.08%
1,362
+47
225
$57.2K 0.08%
1,642
+469
7 8
9
10 11