ISWM

Independent Solutions Wealth Management Portfolio holdings

AUM $563M
1-Year Est. Return 32.11%
This Quarter Est. Return
1 Year Est. Return
+32.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$457M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$5.77M
3
+$5.55M
4
APP icon
Applovin
APP
+$3.94M
5
PJT icon
PJT Partners
PJT
+$2.51M

Top Sells

1
+$4.57M
2
+$3.23M
3
+$2.88M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.21M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.02M

Sector Composition

1 Technology 22.04%
2 Consumer Staples 7.23%
3 Financials 5.79%
4 Communication Services 5.53%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-787
177
– –
-3,412
178
– –
-1,151
4 5 6 7
8