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
$339M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.46M
3
+$647K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$529K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$522K

Top Sells

1
+$1.35M
2
+$1.01M
3
+$689K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$619K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$539K

Sector Composition

1 Technology 14.98%
2 Consumer Staples 8.01%
3 Healthcare 5.22%
4 Industrials 4.64%
5 Financials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-6,587
227
– –
-7,558
228
– –
-774
6 7 8 9
10