ISWM

Independent Solutions Wealth Management Portfolio holdings

AUM $544M
1-Year Est. Return 26.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$424M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.32M
3
+$881K
4
BAC.PRL icon
Bank of America Series L
BAC.PRL
+$619K
5
DOCU
DocuSign
DOCU
+$521K

Top Sells

1
+$4.54M
2
+$1.37M
3
+$1.34M
4
APPN icon
Appian
APPN
+$849K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$828K

Sector Composition

1 Technology 19.07%
2 Consumer Staples 6.67%
3 Communication Services 5.97%
4 Financials 5.51%
5 Consumer Discretionary 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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232
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233
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235
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0
236
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237
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238
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-1,722
6 7 8 9
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