ISWM

Independent Solutions Wealth Management Portfolio holdings

AUM $563M
1-Year Est. Return 32.11%
This Quarter Est. Return
1 Year Est. Return
+32.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$457M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$5.77M
3
+$5.55M
4
APP icon
Applovin
APP
+$3.94M
5
PJT icon
PJT Partners
PJT
+$2.51M

Top Sells

1
+$4.57M
2
+$3.23M
3
+$2.88M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.21M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.02M

Sector Composition

1 Technology 22.04%
2 Consumer Staples 7.23%
3 Financials 5.79%
4 Communication Services 5.53%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.62M 0.57%
96,058
-4,799
52
$2.62M 0.57%
52,919
+48,567
53
$2.62M 0.57%
9,031
+92
54
$2.56M 0.56%
13,545
+650
55
$2.51M 0.55%
+15,876
56
$2.41M 0.53%
47,296
+32,734
57
$2.39M 0.52%
13,431
-270
58
$2.37M 0.52%
53,628
+660
59
$2.32M 0.51%
8,913
+174
60
$2.25M 0.49%
12,024
-417
61
$2.21M 0.48%
22,012
+16,852
62
$2.2M 0.48%
25,129
+93
63
$2.2M 0.48%
51,728
+38,673
64
$2.19M 0.48%
106,083
-10,599
65
$2.18M 0.48%
43,312
+33,036
66
$2.16M 0.47%
14,064
+737
67
$2.13M 0.47%
11,819
-98
68
$2.13M 0.47%
8,891
+29
69
$2.11M 0.46%
11,091
+8
70
$2.1M 0.46%
9,539
-24
71
$2.06M 0.45%
11,314
+246
72
$2.04M 0.45%
23,154
-585
73
$2.01M 0.44%
16,293
+1,621
74
$2M 0.44%
+5,040
75
$1.94M 0.42%
2,754
+126
1 2
3
4 5