IWN

Independent Wealth Network Portfolio holdings

AUM $327M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.38M
3
+$1.15M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$841K
5
RDFI icon
Rareview Dynamic Fixed Income ETF
RDFI
+$699K

Top Sells

1
+$1.76M
2
+$1.3M
3
+$453K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$370K
5
GM icon
General Motors
GM
+$298K

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 Change
in Stake 		Capital Flow
251
– –
-584
252
– –
-244
253
– –
-11,027
254
– –
-1,460
7 8 9 10
11