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
251
$211K 0.07%
1,149
-48
252
$211K 0.07%
+4,170
253
$211K 0.07%
+645
254
$209K 0.07%
+2,257
255
$209K 0.07%
877
+19
256
$209K 0.07%
13,752
-894
257
$209K 0.07%
+2,118
258
$207K 0.07%
+608
259
$207K 0.07%
+8,642
260
$206K 0.07%
704
+9
261
$206K 0.07%
+4,174
262
$205K 0.07%
+4,789
263
$205K 0.07%
13,957
+1,745
264
$205K 0.07%
+1,111
265
$204K 0.07%
1,317
-212
266
$204K 0.07%
994
-83
267
$203K 0.07%
+721
268
$203K 0.07%
+778
269
$202K 0.07%
5,542
-899
270
$202K 0.06%
+9,930
271
$177K 0.06%
21,594
-6
272
$164K 0.05%
36,963
+15,588
273
$162K 0.05%
+12,643
274
$152K 0.05%
28,174
+7,010
275
$152K 0.05%
+2,784
8 9 10
11
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