ISWM

Independent Solutions Wealth Management Portfolio holdings

AUM $512M
1-Year Est. Return 26.83%
This Quarter Est. Return
1 Year Est. Return
+26.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$1.53M
3 +$794K
4
CI icon
Cigna
CI
+$684K
5
IBM icon
IBM
IBM
+$625K

Top Sells

1 +$2.61M
2 +$2.12M
3 +$1.31M
4
PGX icon
Invesco Preferred ETF
PGX
+$1.25M
5
CRWD icon
CrowdStrike
CRWD
+$1.2M

Sector Composition

1 Technology 14.95%
2 Consumer Staples 8.58%
3 Healthcare 4.68%
4 Energy 4.44%
5 Financials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-4,166
252
-5,113
253
-3,507