IWN

Independent Wealth Network Portfolio holdings

AUM $337M
1-Year Est. Return 22.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.26%
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
+$1.79M
2
+$604K
3
+$595K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$569K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$558K

Top Sells

1
+$1.85M
2
+$1.33M
3
+$913K
4
FLRT icon
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
+$513K
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
226
$236K 0.09%
808
+59
227
$234K 0.09%
+535
228
$234K 0.09%
4,239
+141
229
$233K 0.08%
1,529
-267
230
$230K 0.08%
+292
231
$229K 0.08%
5,447
+253
232
$228K 0.08%
2,843
+54
233
$228K 0.08%
923
+10
234
$224K 0.08%
1,892
-78
235
$223K 0.08%
+8,938
236
$222K 0.08%
9,927
+490
237
$222K 0.08%
2,747
-2
238
$214K 0.08%
31,509
+16
239
$214K 0.08%
695
+32
240
$211K 0.08%
1,772
-57
241
$211K 0.08%
2,634
-999
242
$209K 0.08%
858
+28
243
$208K 0.08%
14,646
-562
244
$208K 0.08%
+1,067
245
$206K 0.08%
+4,927
246
$201K 0.07%
+1,566
247
$201K 0.07%
+573
248
$168K 0.06%
21,600
+2,947
249
$168K 0.06%
12,212
+785
250
$135K 0.05%
21,164
+1,096
7 8 9
10
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