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
$262M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.94M
3
+$1.87M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.68M
5
CRWD icon
CrowdStrike
CRWD
+$1.08M

Top Sells

1
+$1.74M
2
+$1.02M
3
+$683K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$578K
5
XYZ
Block Inc
XYZ
+$545K

Sector Composition

1 Technology 15.13%
2 Communication Services 6.37%
3 Consumer Discretionary 5.85%
4 Consumer Staples 4.6%
5 Financials 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 0.89%
11,652
+2,647
27
$2.32M 0.89%
8,861
+2,075
28
$2.26M 0.86%
76,948
-12,654
29
$2.22M 0.85%
84,488
+16,332
30
$2.19M 0.84%
30,114
-2,855
31
$2.18M 0.83%
55,433
+16,057
32
$2.13M 0.81%
9,958
+2,060
33
$2.12M 0.81%
114,366
-24,939
34
$2.08M 0.79%
153,400
+5,640
35
$1.9M 0.72%
15,309
-1,201
36
$1.89M 0.72%
120,156
-26,196
37
$1.87M 0.71%
+45,104
38
$1.86M 0.71%
72,240
-12,566
39
$1.8M 0.69%
12,782
+1,964
40
$1.76M 0.67%
21,844
-249
41
$1.66M 0.63%
3,314
-355
42
$1.61M 0.61%
17,204
+7,029
43
$1.61M 0.61%
94,288
-20,192
44
$1.56M 0.59%
33,417
+516
45
$1.49M 0.57%
3,384
-196
46
$1.35M 0.51%
2,751
-134
47
$1.34M 0.51%
39,095
+2,381
48
$1.3M 0.5%
11,431
-410
49
$1.25M 0.48%
24,188
+4,082
50
$1.24M 0.47%
7,478
+2,305
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