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
$158M
AUM Growth
-$4.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.13M
3
+$1.61M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.51M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.48M

Top Sells

1
+$2.9M
2
+$2.12M
3
+$1.84M
4
BND icon
Vanguard Total Bond Market
BND
+$1.77M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.72M

Sector Composition

1 Technology 6.59%
2 Industrials 5.17%
3 Financials 4.89%
4 Energy 3.57%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.89%
4,879
-102
27
$1.4M 0.89%
25,064
-12,588
28
$1.36M 0.87%
12,163
+1,772
29
$1.34M 0.85%
3,786
+603
30
$1.28M 0.81%
25,843
+1,533
31
$1.25M 0.79%
8,032
+4,691
32
$1.24M 0.79%
82,746
+13,922
33
$1.17M 0.74%
14,919
+1,775
34
$1.08M 0.69%
97,023
+10,051
35
$1.03M 0.66%
6,340
+3,160
36
$1.02M 0.65%
5,623
+684
37
$992K 0.63%
+9,049
38
$992K 0.63%
+9,687
39
$975K 0.62%
12,261
-22,258
40
$970K 0.62%
7,573
-310
41
$946K 0.6%
19,756
+454
42
$932K 0.59%
8,605
+207
43
$913K 0.58%
27,031
+8,026
44
$905K 0.57%
5,692
-1,370
45
$827K 0.53%
3,818
+632
46
$796K 0.51%
36,584
+604
47
$794K 0.5%
13,841
+76
48
$793K 0.5%
3,578
+26
49
$788K 0.5%
4,859
-1,129
50
$772K 0.49%
18,135
-7,455
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