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
$305M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$1.31M
2 +$1.11M
3 +$1.05M
4
TTD icon
Trade Desk
TTD
+$972K
5
AES icon
AES
AES
+$466K

Top Sells

1 +$1.67M
2 +$1.43M
3 +$1.1M
4
CVX icon
Chevron
CVX
+$774K
5
NVDA icon
NVIDIA
NVDA
+$575K

Sector Composition

1 Technology 13.85%
2 Consumer Staples 8.18%
3 Healthcare 4.74%
4 Financials 4.4%
5 Energy 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-1,669
227
-4,338