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
$146M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.19M
3
+$1.1M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$604K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$362K

Top Sells

1
+$615K
2
+$538K
3
+$469K
4
JPM icon
JPMorgan Chase
JPM
+$400K
5
DIS icon
Walt Disney
DIS
+$279K

Sector Composition

1 Industrials 5.43%
2 Technology 4.91%
3 Energy 4.05%
4 Financials 3.61%
5 Consumer Staples 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.84%
17,148
-762
27
$1.2M 0.82%
27,225
+424
28
$1.14M 0.78%
23,930
-45
29
$1.13M 0.78%
11,975
-473
30
$1.1M 0.75%
4,753
+638
31
$973K 0.67%
21,339
+790
32
$949K 0.65%
7,867
+95
33
$937K 0.64%
2
-1
34
$920K 0.63%
2,977
+224
35
$915K 0.63%
5,395
+176
36
$848K 0.58%
7,684
-228
37
$810K 0.55%
3,802
-702
38
$809K 0.55%
7,762
+3,470
39
$795K 0.54%
18,638
+1,242
40
$780K 0.53%
37,985
-208
41
$765K 0.52%
64,444
+2,356
42
$740K 0.51%
8,969
+478
43
$733K 0.5%
3,527
+35
44
$715K 0.49%
15,648
+360
45
$711K 0.49%
18,324
-658
46
$704K 0.48%
5,659
+145
47
$698K 0.48%
2,209
+200
48
$690K 0.47%
4,545
-25
49
$649K 0.44%
7,587
+393
50
$633K 0.43%
3,585
+73
1
2
3 4 5