IWN
Independent Wealth Network Portfolio holdings
AUM
$327M
1-Year Est. Return
19.5%
This Fund
S&P 500
1 Year Est. Return
+19.5%
AUM
$311M
AUM Growth
+$36.3M
(+13%)
Holding
288
Top Buys
| 1 | +$1.58M | |
| 2 | +$930K | |
| 3 | +$901K | |
| 4 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$715K |
| 5 |
Packaging Corp of America
PKG
|
+$643K |
Top Sells
| 1 | +$1.38M | |
| 2 | +$567K | |
| 3 | +$459K | |
| 4 |
iShares Biotechnology ETF
IBB
|
+$426K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
276
Ford
F
$46.5B
| $139K | 0.04% |
11,624
-60
|
|
||
277
Cohen & Steers Closed End Opportunity Fund
FOF
$360M
| $131K | 0.04% |
10,035
+3
|
|
||
278
DNP Select Income Fund
DNP
$3.87B
| $115K | 0.04% |
11,520
|
|
||
|
BTQ
279
BTQ Technologies Corp
BTQ
$357M
| $80K | 0.03% |
+11,563
|
|
||
280
B2Gold
BTG
$6.35B
| $49.5K | 0.02% |
10,000
|
|
||
281
Akebia Therapeutics
AKBA
$370M
| $35.5K | 0.01% |
13,003
|
|
||
|
NAK
282
Northern Dynasty Minerals
NAK
$823M
| $18.9K | 0.01% |
15,730
|
|
||
283
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$804M
| – | – |
-12,470
|
|
||
284
SoFi Technologies
SOFI
$20.2B
| – | – |
-15,715
|
|
||
|
WBA
285
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-11,145
|
|
||
|
286
iShares Biotechnology ETF
IBB
$8.18B
| – | – |
-3,363
|
|
||
287
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.15B
| – | – |
-2,634
|
|
||
288
Intuit
INTU
$117B
| – | – |
-292
|
|