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
$311M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$930K
3
+$901K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$715K
5
PKG icon
Packaging Corp of America
PKG
+$643K

Top Sells

1
+$1.38M
2
+$567K
3
+$459K
4
IBB icon
iShares Biotechnology ETF
IBB
+$426K
5
KSS icon
Kohl's
KSS
+$416K

Sector Composition

1 Technology 8.09%
2 Industrials 5.54%
3 Financials 3.43%
4 Consumer Discretionary 2.83%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$265K 0.09%
5,247
227
$264K 0.08%
3,982
-66
228
$262K 0.08%
9,739
-244
229
$261K 0.08%
3,616
-306
230
$261K 0.08%
5,321
-126
231
$259K 0.08%
4,559
+3
232
$246K 0.08%
4,275
+36
233
$240K 0.08%
4,391
-1,681
234
$240K 0.08%
791
-17
235
$239K 0.08%
2,853
+10
236
$236K 0.08%
+1,411
237
$235K 0.08%
3,756
+24
238
$233K 0.08%
+661
239
$230K 0.07%
8,878
-60
240
$229K 0.07%
+4,912
241
$229K 0.07%
1,098
+31
242
$229K 0.07%
1,911
+19
243
$226K 0.07%
535
244
$225K 0.07%
+1,097
245
$225K 0.07%
+648
246
$224K 0.07%
1,648
-124
247
$219K 0.07%
952
+29
248
$217K 0.07%
1,576
+10
249
$213K 0.07%
8,089
-1,932
250
$212K 0.07%
4,892
-35
8 9
10
11 12