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
$251M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.37M
3
+$1.14M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$842K
5
RDFI icon
Rareview Dynamic Fixed Income ETF
RDFI
+$697K

Top Sells

1
+$1.76M
2
+$1.3M
3
+$429K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$352K
5
GM icon
General Motors
GM
+$298K

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 Change
in Stake 		Capital Flow
226
$206K 0.08%
+611
227
$203K 0.08%
6,132
-850
228
$203K 0.08%
+4,036
229
$202K 0.08%
663
-152
230
$201K 0.08%
+5,194
231
$201K 0.08%
15,208
-1,699
232
$201K 0.08%
+830
233
$200K 0.08%
2,789
-106
234
$187K 0.07%
16,116
-5,648
235
$159K 0.06%
14,200
+2,962
236
$154K 0.06%
18,653
-1,112
237
$151K 0.06%
31,493
-2,060
238
$142K 0.06%
+11,427
239
$122K 0.05%
+10,146
240
$122K 0.05%
20,068
+3,963
241
$114K 0.05%
11,520
242
$109K 0.04%
15,914
+4,696
243
$28.5K 0.01%
+10,000
244
$25K 0.01%
13,003
245
$18.2K 0.01%
15,790
-60
246
– –
-584
247
– –
-244
248
– –
-11,027
249
– –
-5,598
250
– –
-1,337
7 8 9
10
11