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
$128M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$980K
2
+$615K
3
+$343K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$294K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$271K

Top Sells

1
+$1.35M
2
+$1.23M
3
+$832K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$786K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$786K

Sector Composition

1 Technology 5.22%
2 Industrials 4.24%
3 Financials 3.91%
4 Energy 3.75%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.86%
63,165
-1,023
27
$1.08M 0.85%
16,341
+1,874
28
$1.06M 0.83%
12,448
-518
29
$964K 0.75%
4,504
+30
30
$959K 0.75%
23,975
-451
31
$907K 0.71%
4,115
-703
32
$904K 0.71%
20,549
+218
33
$845K 0.66%
7,476
+1,041
34
$833K 0.65%
7,772
+3
35
$807K 0.63%
5,219
-7,944
36
$777K 0.61%
2,165
+756
37
$771K 0.6%
38,193
+1,370
38
$735K 0.57%
2,753
-42
39
$734K 0.57%
17,396
+1,491
40
$697K 0.54%
28,872
-872
41
$691K 0.54%
7,912
-93
42
$685K 0.54%
62,088
+5,707
43
$681K 0.53%
8,491
-105
44
$675K 0.53%
18,982
+1,310
45
$655K 0.51%
5,514
-73
46
$652K 0.51%
1,987
-2,204
47
$625K 0.49%
519
48
$620K 0.48%
32,816
49
$620K 0.48%
3,492
-62
50
$618K 0.48%
4,570
+30
1
2
3 4 5