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
$275M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$631K
3
+$616K
4
PCMM
BondBloxx Private Credit CLO ETF
PCMM
+$603K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$587K

Top Sells

1
+$1.85M
2
+$1.34M
3
+$916K
4
FLRT icon
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
+$520K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$368K

Sector Composition

1 Technology 7.93%
2 Industrials 5.16%
3 Financials 3.9%
4 Consumer Discretionary 2.83%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCD icon
226
McDonald's
MCD
$219B
$236K 0.09%
808
+59
TT icon
227
Trane Technologies
TT
$86.4B
$234K 0.09%
+535
COWZ icon
228
Pacer US Cash Cows 100 ETF
COWZ
$18.4B
$234K 0.09%
4,239
+141
MMM icon
229
3M
MMM
$89.1B
$233K 0.08%
1,529
-267
INTU icon
230
Intuit
INTU
$152B
$230K 0.08%
+292
FAST icon
231
Fastenal
FAST
$50.2B
$229K 0.08%
5,447
+253
WFC icon
232
Wells Fargo
WFC
$273B
$228K 0.08%
2,843
+54
RSG icon
233
Republic Services
RSG
$65.3B
$228K 0.08%
923
+10
ACWV icon
234
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.33B
$224K 0.08%
1,892
-78
BUFZ icon
235
FT Vest Laddered Moderate Buffer ETF
BUFZ
$782M
$223K 0.08%
+8,938
INTC icon
236
Intel
INTC
$224B
$222K 0.08%
9,927
+490
HYG icon
237
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$19.2B
$222K 0.08%
2,747
-2
UEC icon
238
Uranium Energy
UEC
$8.64B
$214K 0.08%
31,509
+16
ADP icon
239
Automatic Data Processing
ADP
$105B
$214K 0.08%
695
+32
PSX icon
240
Phillips 66
PSX
$55.7B
$211K 0.08%
1,772
-57
IMCG icon
241
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.23B
$211K 0.08%
2,634
-999
BR icon
242
Broadridge
BR
$25.5B
$209K 0.08%
858
+28
FTRI icon
243
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$112M
$208K 0.08%
14,646
-562
VBR icon
244
Vanguard Small-Cap Value ETF
VBR
$34.2B
$208K 0.08%
+1,067
FDL icon
245
First Trust Morningstar Dividend Leaders Index Fund
FDL
$6.38B
$206K 0.08%
+4,927
VT icon
246
Vanguard Total World Stock ETF
VT
$61.7B
$201K 0.07%
+1,566
APP icon
247
Applovin
APP
$192B
$201K 0.07%
+573
JRS icon
248
Nuveen Real Estate Income Fund
JRS
$228M
$168K 0.06%
21,600
+2,947
RIVN icon
249
Rivian
RIVN
$20.4B
$168K 0.06%
12,212
+785
GRNT icon
250
Granite Ridge Resources
GRNT
$581M
$135K 0.05%
21,164
+1,096
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