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
$226M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1 +$2.9M
2 +$2.61M
3 +$1.8M
4
RDFI icon
Rareview Dynamic Fixed Income ETF
RDFI
+$1.03M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$572K

Sector Composition

1 Technology 7.26%
2 Industrials 6.07%
3 Financials 3.62%
4 Energy 3.03%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
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228
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230
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