IWN
Independent Wealth Network Portfolio holdings
AUM $251M
AUM
$251M
AUM Growth
+$4.24M (+2%)
Cap. Flow
+$11.8M
Cap. Flow % of AUM
4.72%
Top 10 Holdings %Top 10 Hldgs %
27.26%
Holding
254
New
18
Increased
132
Reduced
89
Closed
9
Top Buys
| 1 | $1.6M | |
| 2 | $1.37M | |
| 3 | $1.14M | |
| 4 | $842K | |
| 5 | $697K |
Top Sells
| 1 | $1.3M | |
| 2 | $429K | |
| 3 | $352K | |
| 4 | $186K | |
| 5 | $175K |
Sector Composition
| 1 | Technology | 6.74% |
| 2 | Industrials | 4.9% |
| 3 | Financials | 4.39% |
| 4 | Energy | 3.13% |
| 5 | Consumer Staples | 2.8% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $9.46M | 3.77% | 143,876 +2,060 | +1% | +$135K | |||
| $9.45M | 3.77% | 117,575 +29 | +0% | +$2.33K | |||
| $9.27M | 3.7% | 183,083 -2,170 | -1% | -$110K | |||
| $8.75M | 3.49% | 26,546 -61 | -0.2% | -$20.1K | |||
| $6.96M | 2.77% | 136,189 +692 | +0.5% | +$35.3K | |||
| $5.16M | 2.06% | 103,257 +8,171 | +9% | +$409K | |||
| $5M | 1.99% | 29,885 -154 | -0.5% | -$25.8K | |||
| $4.95M | 1.97% | 105,107 +29,126 | +38% | +$1.37M | |||
| $4.71M | 1.88% | 40,499 +138 | +0.3% | +$16.1K | |||
| $4.63M | 1.85% | 20,827 -790 | -4% | -$175K | |||
| $3.95M | 1.58% | 65,309 +3,863 | +6% | +$234K | |||
| $3.89M | 1.55% | 152,475 -89 | -0.1% | -$2.27K | |||
| $3.77M | 1.5% | 85,135 +2,132 | +3% | +$94.4K | |||
| $3.67M | 1.46% | 9,770 -401 | -4% | -$151K | |||
| $3.12M | 1.24% | 6,071 -685 | -10% | -$352K | |||
| $3.05M | 1.22% | 129,061 +29,432 | +30% | +$697K | |||
| $3.03M | 1.21% | 10,518 +520 | +5% | +$150K | |||
| $2.91M | 1.16% | 93,933 +3,417 | +4% | +$106K | |||
| $2.73M | 1.09% | 5,813 -50 | -0.9% | -$23.4K | |||
| $2.67M | 1.07% | 24,668 +659 | +3% | +$71.4K | |||
| $2.64M | 1.05% | 4,948 -78 | -2% | -$41.5K | |||
| $2.5M | 1% | 43,408 +969 | +2% | +$55.8K | |||
| $2.45M | 0.98% | 12,864 -601 | -4% | -$114K | |||
| $2.41M | 0.96% | 18,656 +520 | +3% | +$67.1K | |||
| $2.31M | 0.92% | 80,827 -3,603 | -4% | -$103K |
