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
$246M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.65M
3
+$1.62M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.59M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.38M

Top Sells

1
+$2.61M
2
+$1.17M
3
+$674K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$540K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$496K

Sector Composition

1 Technology 7.91%
2 Industrials 5.01%
3 Financials 3.69%
4 Consumer Discretionary 3.08%
5 Energy 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$205K 0.08%
+584
227
$203K 0.08%
+2,895
228
$203K 0.08%
16,907
-3,594
229
$171K 0.07%
19,765
-55
230
$109K 0.04%
11,027
-606
231
$105K 0.04%
+11,238
232
$104K 0.04%
16,105
+942
233
$102K 0.04%
11,520
234
$77.3K 0.03%
+11,218
235
$24.7K 0.01%
13,003
+2,000
236
$9.22K ﹤0.01%
15,850
-50
237
– –
-5,098
238
– –
-3,068
239
– –
-531
240
– –
-4,744
241
– –
-23,574
242
– –
-19,280
243
– –
-37,594
244
– –
-6,318
245
– –
-8,970
246
– –
-28,757
247
– –
-784
248
– –
-3,964
249
– –
-10,945
250
– –
-1,070
7 8 9
10
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