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
$162M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$1.73M
3
+$1.59M
4
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$745K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$705K

Top Sells

1
+$2.17M
2
+$2.03M
3
+$1.29M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.13M
5
PGX icon
Invesco Preferred ETF
PGX
+$626K

Sector Composition

1 Technology 7.9%
2 Financials 5.73%
3 Industrials 4.69%
4 Consumer Staples 2.49%
5 Energy 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.82%
26,285
-3,193
27
$1.29M 0.8%
24,310
+170
28
$1.24M 0.77%
57,765
+3,665
29
$1.23M 0.76%
7,062
-585
30
$1.17M 0.72%
10,391
-73
31
$1.15M 0.71%
25,590
+5,385
32
$1.15M 0.7%
68,824
+4,715
33
$1.11M 0.68%
13,144
+513
34
$1.07M 0.66%
2,690
-5,107
35
$1.07M 0.66%
19,841
+150
36
$1.05M 0.65%
86,972
+3,258
37
$1.04M 0.64%
3,102
+56
38
$1.03M 0.63%
5,988
+207
39
$1.02M 0.63%
2,455
+30
40
$998K 0.61%
10,755
+405
41
$998K 0.61%
19,302
+217
42
$974K 0.6%
8,398
+72
43
$966K 0.59%
7,883
+516
44
$952K 0.59%
3,183
+222
45
$925K 0.57%
1,940
+516
46
$844K 0.52%
4,939
-97
47
$807K 0.5%
30,916
+200
48
$805K 0.5%
5,083
+337
49
$795K 0.49%
35,980
+283
50
$794K 0.49%
4,640
+246
1
2
3 4 5