ISWM
Independent Solutions Wealth Management Portfolio holdings
AUM
$512M
This Quarter Return
-14.58%
1 Year Return
+26.83%
3 Year Return
+89.68%
5 Year Return
+146.39%
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(-20%)
Cap. Flow
-$8.84M
Cap. Flow
% of AUM
-4.89%
Top 10 Holdings %
Top 10 Hldgs %
44.53%
Holding
157
New
2
Increased
63
Reduced
56
Closed
30
Top Buys
Top Sells
| 1 |
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
|
$822K |
| 2 |
MetLife
MET
|
$783K |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$781K |
| 4 |
Progressive
PGR
|
$769K |
| 5 |
Darden Restaurants
DRI
|
$697K |
Sector Composition
| 1 | Technology | 9.86% |
| 2 | Communication Services | 4.61% |
| 3 | Consumer Staples | 4.61% |
| 4 | Consumer Discretionary | 3.74% |
| 5 | Financials | 3.15% |
