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
$234M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$1.19M
2 +$1.05M
3 +$1.05M
4
PENN icon
PENN Entertainment
PENN
+$1.01M
5
RTX icon
RTX Corp
RTX
+$860K

Top Sells

1 +$1.33M
2 +$506K
3 +$436K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$351K
5
PNC icon
PNC Financial Services
PNC
+$346K

Sector Composition

1 Technology 13.15%
2 Consumer Discretionary 5.47%
3 Communication Services 5.07%
4 Consumer Staples 4.38%
5 Financials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$202K 0.09%
+6,756
152
-3,613
153
-2,391