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
$139M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$1.27M
3
+$469K
4
BND icon
Vanguard Total Bond Market
BND
+$351K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$335K

Top Sells

1
+$2.65M
2
+$1.36M
3
+$913K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$761K
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$436K

Sector Composition

1 Technology 5.2%
2 Industrials 4.44%
3 Financials 4.18%
4 Energy 3.4%
5 Consumer Staples 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.88%
26,278
+435
27
$1.2M 0.86%
64,188
-4,685
28
$1.19M 0.85%
12,966
-793
29
$1.17M 0.84%
92,775
+10,029
30
$1.05M 0.76%
107,752
+10,729
31
$1.04M 0.75%
24,426
-638
32
$1.04M 0.75%
4,818
+1,000
33
$1.01M 0.73%
14,467
-452
34
$997K 0.72%
4,474
-405
35
$932K 0.67%
20,331
+575
36
$914K 0.66%
7,769
+196
37
$832K 0.6%
6,054
-1,978
38
$786K 0.57%
8,321
-728
39
$786K 0.57%
8,824
-863
40
$783K 0.56%
8,596
-9
41
$763K 0.55%
2,795
-991
42
$746K 0.54%
36,823
+239
43
$732K 0.53%
29,744
+13,120
44
$711K 0.51%
15,905
+410
45
$710K 0.51%
5,587
-105
46
$704K 0.51%
32,816
+1,900
47
$703K 0.51%
14,851
+1,010
48
$700K 0.5%
3,554
-24
49
$686K 0.49%
8,005
+63
50
$683K 0.49%
6,435
+95
1
2
3 4 5