IWN

Independent Wealth Network Portfolio holdings

AUM $311M
1-Year Est. Return 17.51%
This Quarter Est. Return
1 Year Est. Return
+17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$5.31M
3
+$4.79M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$4.57M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$4.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.3%
2 Industrials 4.87%
3 Financials 3.78%
4 Communication Services 2.54%
5 Energy 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 0.94%
+17,563
27
$1.4M 0.92%
+13,568
28
$1.29M 0.84%
+24,140
29
$1.25M 0.82%
+7,647
30
$1.18M 0.77%
+54,100
31
$1.15M 0.75%
+10,464
32
$1.1M 0.72%
+64,109
33
$1.07M 0.7%
+19,691
34
$1.05M 0.69%
+83,714
35
$1.02M 0.67%
+12,631
36
$1.01M 0.66%
+3,046
37
$980K 0.64%
+19,085
38
$970K 0.63%
+10,350
39
$958K 0.63%
+5,781
40
$920K 0.6%
+8,326
41
$895K 0.59%
+2,425
42
$892K 0.58%
+20,205
43
$883K 0.58%
+7,367
44
$855K 0.56%
+2,961
45
$840K 0.55%
+55,729
46
$835K 0.55%
+5,036
47
$818K 0.53%
+30,716
48
$809K 0.53%
+4,746
49
$795K 0.52%
+41,821
50
$790K 0.52%
+35,697
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