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
$447M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.81M
3
+$1.78M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.32M
5
LEXI icon
Alexis Practical Tactical ETF
LEXI
+$1.05M

Top Sells

1
+$2.64M
2
+$1.32M
3
+$1.14M
4
IBKR icon
Interactive Brokers
IBKR
+$1.03M
5
PLTR icon
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
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177
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178
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179
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180
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-5,459
181
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-2,628
182
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-4,886
183
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-486
184
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-1,089
185
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-2,835
186
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-1,085
4 5 6 7
8