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
$421M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$2M
2 +$1.89M
3 +$1.38M
4
UPS icon
United Parcel Service
UPS
+$1.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$945K

Top Sells

1 +$2.35M
2 +$1.92M
3 +$1.64M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.56M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.07M

Sector Composition

1 Technology 21.01%
2 Consumer Staples 7.08%
3 Healthcare 4.68%
4 Financials 4.59%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-5,864
177
-2,130
178
-3,119
179
-5,078