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
$156M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$675K
3
+$550K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$470K
5
MCN
Madison Covered Call & Equity Strategy Fund
MCN
+$361K

Top Sells

1
+$1.2M
2
+$439K
3
+$417K
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$290K
5
NSC icon
Norfolk Southern
NSC
+$285K

Sector Composition

1 Technology 5.93%
2 Industrials 4.73%
3 Energy 3.57%
4 Financials 3.54%
5 Consumer Staples 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 0.8%
23,909
-21
27
$1.25M 0.8%
16,863
-285
28
$1.22M 0.78%
+62,167
29
$1.15M 0.74%
12,064
+89
30
$1.11M 0.71%
10,713
+3,287
31
$1.06M 0.68%
4,161
-592
32
$1.04M 0.67%
3,379
+402
33
$1.04M 0.66%
12,512
+5,675
34
$1.03M 0.66%
17,364
+11,335
35
$1.03M 0.66%
22,033
+694
36
$999K 0.64%
5,453
+58
37
$970K 0.62%
9,540
+1,778
38
$961K 0.61%
3,853
+51
39
$956K 0.61%
4,240
+713
40
$931K 0.6%
2
41
$904K 0.58%
7,712
-155
42
$849K 0.54%
5,623
-36
43
$843K 0.54%
7,689
+5
44
$810K 0.52%
18,537
-101
45
$782K 0.5%
62,710
-1,734
46
$774K 0.5%
37,232
-753
47
$736K 0.47%
18,138
-186
48
$715K 0.46%
1,738
+251
49
$709K 0.45%
14,818
+6,805
50
$708K 0.45%
15,875
+227
1
2
3 4 5