IWN
Independent Wealth Network Portfolio holdings
AUM
$275M
This Quarter Return
+1.28%
1 Year Return
+15.48%
3 Year Return
+51.37%
5 Year Return
–
10 Year Return
–
AUM
$246M
AUM Growth
+$246M
(+8.9%)
Cap. Flow
+$21M
Cap. Flow
% of AUM
8.5%
Top 10 Holdings %
Top 10 Hldgs %
28.17%
Holding
251
New
29
Increased
139
Reduced
66
Closed
15
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 7.91% |
| 2 | Industrials | 5.01% |
| 3 | Financials | 3.69% |
| 4 | Consumer Discretionary | 3.08% |
| 5 | Energy | 2.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Vanguard Long-Term Treasury ETF
VGLT
$9.74B
| – | – |
-5,098
| Closed | -$314K |
|