ISWM

Independent Solutions Wealth Management Portfolio holdings

AUM $544M
1-Year Est. Return 26.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$436M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$2.16M
2 +$1.81M
3 +$1.79M
4
MU icon
Micron Technology
MU
+$1.53M
5
MCD icon
McDonald's
MCD
+$787K

Top Sells

1 +$1.58M
2 +$1.49M
3 +$831K
4
ETSY icon
Etsy
ETSY
+$535K
5
AAPL icon
Apple
AAPL
+$454K

Sector Composition

1 Technology 23.21%
2 Consumer Staples 7.08%
3 Communication Services 4.29%
4 Financials 4.25%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-38,297