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 | |
|---|---|---|---|---|---|---|---|
| $206K | 0.08% | 611 | New | +$206K | |||
| $203K | 0.08% | 6,132 -850 | -12% | -$28.2K | |||
| $203K | 0.08% | 4,036 | New | +$203K | |||
| $202K | 0.08% | 663 -152 | -19% | -$46.4K | |||
| $201K | 0.08% | 2,597 | New | +$201K | |||
| $201K | 0.08% | 15,208 -1,699 | -10% | -$22.5K | |||
| $201K | 0.08% | 830 | New | +$201K | |||
| $200K | 0.08% | 2,789 -106 | -4% | -$7.61K | |||
| $187K | 0.07% | 16,116 -5,648 | -26% | -$65.7K | |||
| $159K | 0.06% | 14,200 +2,962 | +26% | +$33.1K | |||
| $154K | 0.06% | 18,653 -1,112 | -6% | -$9.16K | |||
| $151K | 0.06% | 31,493 -2,060 | -6% | -$9.85K | |||
| $142K | 0.06% | 11,427 | New | +$142K | |||
| $122K | 0.05% | 10,146 | New | +$122K | |||
| $122K | 0.05% | 20,068 +3,963 | +25% | +$24.1K | |||
| $114K | 0.05% | 11,520 | – | – | |||
| $109K | 0.04% | 15,914 +4,696 | +42% | +$32.3K | |||
| $28.5K | 0.01% | 10,000 | New | +$28.5K | |||
| $25K | 0.01% | 13,003 | – | – | |||
| $18.2K | 0.01% | 15,790 -60 | -0.4% | -$69 | |||
| $0 | 0% | 0 -584 | Closed | – | |||
| $0 | 0% | 0 -244 | Closed | – | |||
| $0 | 0% | 0 -11,027 | Closed | – | |||
| $0 | 0% | 0 -5,598 | Closed | – | |||
| $0 | 0% | 0 -1,337 | Closed | – |
