IWN

Independent Wealth Network Portfolio holdings

AUM $327M
1-Year Est. Return 19.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.5%
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
ENB icon
226
Enbridge
ENB
$118B
$265K 0.09%
5,247
KO icon
227
Coca-Cola
KO
$330B
$264K 0.08%
3,982
-66
ZJAN
228
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
$115M
$262K 0.08%
9,739
-244
XYZ
229
Block Inc
XYZ
$35.8B
$261K 0.08%
3,616
-306
FAST icon
230
Fastenal
FAST
$53.2B
$261K 0.08%
5,321
-126
TSCO icon
231
Tractor Supply
TSCO
$23B
$259K 0.08%
4,559
+3
COWZ icon
232
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
$246K 0.08%
4,275
+36
PTLC icon
233
Pacer Trendpilot US Large Cap ETF
PTLC
$3.05B
$240K 0.08%
4,391
-1,681
MCD icon
234
McDonald's
MCD
$219B
$240K 0.08%
791
-17
WFC icon
235
Wells Fargo
WFC
$248B
$239K 0.08%
2,853
+10
MU icon
236
Micron Technology
MU
$413B
$236K 0.08%
+1,411
MDLZ icon
237
Mondelez International
MDLZ
$73.8B
$235K 0.08%
3,756
+24
ADBE icon
238
Adobe
ADBE
$98.2B
$233K 0.08%
+661
BUFZ icon
239
FT Vest Laddered Moderate Buffer ETF
BUFZ
$852M
$230K 0.07%
8,878
-60
IUSB icon
240
iShares Core Universal USD Bond ETF
IUSB
$36.1B
$229K 0.07%
+4,912
VBR icon
241
Vanguard Small-Cap Value ETF
VBR
$32.7B
$229K 0.07%
1,098
+31
ACWV icon
242
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.33B
$229K 0.07%
1,911
+19
TT icon
243
Trane Technologies
TT
$94.5B
$226K 0.07%
535
VAW icon
244
Vanguard Materials ETF
VAW
$3.01B
$225K 0.07%
+1,097
SNA icon
245
Snap-on
SNA
$19B
$225K 0.07%
+648
PSX icon
246
Phillips 66
PSX
$70.6B
$224K 0.07%
1,648
-124
RSG icon
247
Republic Services
RSG
$69B
$219K 0.07%
952
+29
VT icon
248
Vanguard Total World Stock ETF
VT
$61.9B
$217K 0.07%
1,576
+10
SCHX icon
249
Schwab US Large- Cap ETF
SCHX
$61.8B
$213K 0.07%
8,089
-1,932
FDL icon
250
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.21B
$212K 0.07%
4,892
-35
8 9
10
11 12