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
$327M
AUM Growth
+$16.3M
(+5.2%)
Holding
305
Top Buys
| 1 | +$1.74M | |
| 2 | +$890K | |
| 3 | +$601K | |
| 4 |
iShares Core 10+ Year USD Bond ETF
ILTB
|
+$528K |
| 5 |
Clorox
CLX
|
+$524K |
Top Sells
| 1 | +$779K | |
| 2 | +$594K | |
| 3 | +$586K | |
| 4 |
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
XCCC
|
+$452K |
| 5 |
PCMM
BondBloxx Private Credit CLO ETF
PCMM
|
+$452K |
Sector Composition
| 1 | Technology | 7.56% |
| 2 | Industrials | 5.87% |
| 3 | Financials | 3.64% |
| 4 | Consumer Discretionary | 2.87% |
| 5 | Energy | 2.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Salesforce
CRM
$168B
| – | – |
-2,507
|
|
||
302
Cintas
CTAS
$71.7B
| – | – |
-994
|
|
||
303
Cohen & Steers Closed End Opportunity Fund
FOF
$379M
| – | – |
-10,035
|
|
||
304
IBM
IBM
$238B
| – | – |
-721
|
|
||
305
JPMorgan High Yield Municipal ETF
JMHI
$274M
| – | – |
-6,301
|
|