IWN
Independent Wealth Network Portfolio holdings
AUM $251M
AUM
$251M
AUM Growth
+$4.24M (+2%)
Cap. Flow
+$11.8M
Cap. Flow % of AUM
4.72%
Top 10 Holdings %Top 10 Hldgs %
27.26%
Holding
254
New
18
Increased
132
Reduced
89
Closed
9
Top Buys
| 1 | $1.6M | |
| 2 | $1.37M | |
| 3 | $1.14M | |
| 4 | $842K | |
| 5 | $697K |
Top Sells
| 1 | $1.3M | |
| 2 | $429K | |
| 3 | $352K | |
| 4 | $186K | |
| 5 | $175K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -208 | Closed | – | |||
| $0 | 0% | 0 -23,161 | Closed | – | |||
| $0 | 0% | 0 -1,460 | Closed | – | |||
| $0 | 0% | 0 -2,862 | Closed | – |
