IWN
Independent Wealth Network Portfolio holdings
AUM
$337M
1-Year Est. Return
22.26%
This Fund
S&P 500
1 Year Est. Return
+22.26%
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
JPMorgan High Yield Municipal ETF
JMHI
$278M
| – | – |
-6,301
|
|
||
302
Roblox
RBLX
$29.9B
| – | – |
-2,139
|
|
||
303
Texas Instruments
TXN
$259B
| – | – |
-1,149
|
|
||
|
304
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
XCCC
$273M
| – | – |
-11,514
|
|
||
|
BTQ
305
BTQ Technologies Corp
BTQ
$575M
| – | – |
-11,563
|
|