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
51
$1.21M 0.46%
33,300
+5,060
52
$1.17M 0.45%
79,310
-12,461
53
$1.08M 0.41%
+7,860
54
$1.07M 0.41%
7,215
+2,599
55
$957K 0.37%
1,993
-200
56
$895K 0.34%
7,078
-525
57
$890K 0.34%
25,557
+11,556
58
$888K 0.34%
3,494
-631
59
$858K 0.33%
14,916
+961
60
$853K 0.33%
2,614
+182
61
$840K 0.32%
21,479
+9,383
62
$836K 0.32%
5,852
+460
63
$828K 0.32%
9,640
-483
64
$827K 0.32%
11,280
+1,900
65
$826K 0.32%
3,417
+124
66
$826K 0.32%
4,358
-334
67
$819K 0.31%
11,683
-1,046
68
$781K 0.3%
7,656
+1,535
69
$779K 0.3%
36,154
-4,388
70
$775K 0.3%
5,328
+251
71
$768K 0.29%
2,767
+211
72
$761K 0.29%
10,360
+1,500
73
$748K 0.29%
3,800
-284
74
$748K 0.29%
8,812
75
$715K 0.27%
23,659
+42
1 2
3
4 5