ISWM
Independent Solutions Wealth Management Portfolio holdings
AUM
$512M
1-Year Est. Return
26.83%
1 Year Est. Return
+26.83%
AUM
$512M
AUM Growth
+$65.5M
(+15%)
Holding
186
Top Buys
| 1 | +$5.05M | |
| 2 | +$3.57M | |
| 3 | +$2.23M | |
| 4 |
Cloudflare
NET
|
+$2.2M |
| 5 |
iShares Core MSCI Europe ETF
IEUR
|
+$1.57M |
Top Sells
| 1 | +$3.16M | |
| 2 | +$1.88M | |
| 3 | +$1.32M | |
| 4 |
iShares Global 100 ETF
IOO
|
+$1.31M |
| 5 |
3M
MMM
|
+$1.15M |
Sector Composition
| 1 | Technology | 22.94% |
| 2 | Consumer Staples | 7.04% |
| 3 | Financials | 6.78% |
| 4 | Communication Services | 5.96% |
| 5 | Consumer Discretionary | 4.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Northwest Bancshares
NWBI
$1.73B
| $155K | 0.03% |
12,142
+189
|
|
||
177
Enel Chile
ENIC
$5.27B
| $80.7K | 0.02% |
22,224
|
|
||
178
8x8 Inc
EGHT
$252M
| $38.6K | 0.01% |
19,717
-750
|
|
||
179
Bank of America Series L
BAC.PRL
$3.91B
| – | – |
-270
|
|
||
|
DFS
180
DELISTED
Discover Financial Services
DFS
| – | – |
-2,171
|
|
||
181
FedEx
FDX
$55.9B
| – | – |
-944
|
|
||
182
iShares US Utilities ETF
IDU
$1.7B
| – | – |
-2,389
|
|
||
183
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.9B
| – | – |
-10,994
|
|
||
|
184
iShares Global 100 ETF
IOO
$7.35B
| – | – |
-13,618
|
|
||
|
185
3M
MMM
$80.6B
| – | – |
-7,833
|
|
||
186
UnitedHealth
UNH
$323B
| – | – |
-1,944
|
|