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
$390M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.41M
3
+$1.19M
4
QCOM icon
Qualcomm
QCOM
+$1.16M
5
HD icon
Home Depot
HD
+$1.11M

Top Sells

1
+$4.17M
2
+$1.43M
3
+$1.43M
4
COST icon
Costco
COST
+$1.42M
5
CSCO icon
Cisco
CSCO
+$1.24M

Sector Composition

1 Technology 19.66%
2 Consumer Staples 7.14%
3 Healthcare 4.76%
4 Financials 4.6%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
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