IWN

Independent Wealth Network Portfolio holdings

AUM $311M
1-Year Est. Return 17.51%
This Quarter Est. Return
1 Year Est. Return
+17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$944K
3
+$908K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$735K
5
PKG icon
Packaging Corp of America
PKG
+$680K

Top Sells

1
+$1.56M
2
+$585K
3
+$480K
4
FLRT icon
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
+$458K
5
IBB icon
iShares Biotechnology ETF
IBB
+$426K

Sector Composition

1 Technology 8.09%
2 Industrials 5.54%
3 Financials 3.43%
4 Consumer Discretionary 2.83%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ENB icon
226
Enbridge
ENB
$105B
$265K 0.09%
5,247
KO icon
227
Coca-Cola
KO
$303B
$264K 0.08%
3,982
-66
ZJAN
228
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
$53.7M
$262K 0.08%
9,739
-244
XYZ
229
Block Inc
XYZ
$37.5B
$261K 0.08%
3,616
-306
FAST icon
230
Fastenal
FAST
$46.3B
$261K 0.08%
5,321
-126
TSCO icon
231
Tractor Supply
TSCO
$28.2B
$259K 0.08%
4,559
+3
COWZ icon
232
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
$246K 0.08%
4,275
+36
PTLC icon
233
Pacer Trendpilot US Large Cap ETF
PTLC
$3.42B
$240K 0.08%
4,391
-1,681
MCD icon
234
McDonald's
MCD
$214B
$240K 0.08%
791
-17
WFC icon
235
Wells Fargo
WFC
$272B
$239K 0.08%
2,853
+10
MU icon
236
Micron Technology
MU
$270B
$236K 0.08%
+1,411
MDLZ icon
237
Mondelez International
MDLZ
$72.1B
$235K 0.08%
3,756
+24
ADBE icon
238
Adobe
ADBE
$136B
$233K 0.08%
+661
BUFZ icon
239
FT Vest Laddered Moderate Buffer ETF
BUFZ
$727M
$230K 0.07%
8,878
-60
IUSB icon
240
iShares Core Universal USD Bond ETF
IUSB
$33.8B
$229K 0.07%
+4,912
VBR icon
241
Vanguard Small-Cap Value ETF
VBR
$31.7B
$229K 0.07%
1,098
+31
ACWV icon
242
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.34B
$229K 0.07%
1,911
+19
TT icon
243
Trane Technologies
TT
$91.2B
$226K 0.07%
535
VAW icon
244
Vanguard Materials ETF
VAW
$2.75B
$225K 0.07%
+1,097
SNA icon
245
Snap-on
SNA
$17.7B
$225K 0.07%
+648
PSX icon
246
Phillips 66
PSX
$55.6B
$224K 0.07%
1,648
-124
RSG icon
247
Republic Services
RSG
$66B
$219K 0.07%
952
+29
VT icon
248
Vanguard Total World Stock ETF
VT
$57.1B
$217K 0.07%
1,576
+10
SCHX icon
249
Schwab US Large- Cap ETF
SCHX
$62.8B
$213K 0.07%
8,089
-1,932
FDL icon
250
First Trust Morningstar Dividend Leaders Index Fund
FDL
$6B
$212K 0.07%
4,892
-35
8 9
10
11 12