ISWM
Independent Solutions Wealth Management Portfolio holdings
AUM
$512M
1-Year Est. Return
26.83%
1 Year Est. Return
+26.83%
AUM
$447M
AUM Growth
-$10.6M
(-2.3%)
Holding
186
Top Buys
| 1 | +$2.18M | |
| 2 | +$1.81M | |
| 3 | +$1.78M | |
| 4 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$1.32M |
| 5 |
Alexis Practical Tactical ETF
LEXI
|
+$1.05M |
Top Sells
| 1 | +$2.64M | |
| 2 | +$1.32M | |
| 3 | +$1.14M | |
| 4 |
Interactive Brokers
IBKR
|
+$1.03M |
| 5 |
Palantir
PLTR
|
+$920K |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Consumer Staples | 7.82% |
| 3 | Financials | 5.07% |
| 4 | Communication Services | 4.83% |
| 5 | Consumer Discretionary | 4.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Digimarc
DMRC
$186M
| – | – |
-6,208
|
|
||
177
Dow Inc
DOW
$15.5B
| – | – |
-18,608
|
|
||
178
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.39B
| – | – |
-5,459
|
|
||
179
iShares US Home Construction ETF
ITB
$3.15B
| – | – |
-2,628
|
|
||
180
Manhattan Associates
MANH
$11.9B
| – | – |
-4,886
|
|
||
181
Martin Marietta Materials
MLM
$37.7B
| – | – |
-486
|
|
||
182
iShares Semiconductor ETF
SOXX
$15.7B
| – | – |
-1,089
|
|
||
183
Thor Industries
THO
$5.51B
| – | – |
-2,835
|
|
||
184
Toyota
TM
$258B
| – | – |
-1,085
|
|
||
185
ServiceNow
NOW
$188B
| – | – |
-2,492
|
|
||
186
Oracle
ORCL
$830B
| – | – |
-1,393
|
|