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
$181M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$748K
3
+$618K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$572K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$568K

Top Sells

1
+$822K
2
+$783K
3
+$781K
4
PGR icon
Progressive
PGR
+$769K
5
DRI icon
Darden Restaurants
DRI
+$697K

Sector Composition

1 Technology 9.86%
2 Communication Services 4.61%
3 Consumer Staples 4.61%
4 Consumer Discretionary 3.74%
5 Financials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$206K 0.11%
1,677
-226
127
$195K 0.11%
10,275
-820
128
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129
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135
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140
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150
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3 4 5
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