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
$226M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$18.5M
2 +$15.4M
3 +$10.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.48M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$8.68M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.87%
2 Financials 5.39%
3 Communication Services 4.56%
4 Consumer Staples 3.89%
5 Consumer Discretionary 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$216K 0.1%
+7,355
152
$214K 0.09%
+7,315
153
$213K 0.09%
+4,000
154
$206K 0.09%
+1,655
155
$200K 0.09%
+8,724