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
$166M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.11M
3
+$1.04M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$938K
5
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$789K

Top Sells

1
+$3.18M
2
+$1.51M
3
+$1.1M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$920K
5
AWF
AllianceBernstein Global High Income Fund
AWF
+$358K

Sector Composition

1 Technology 6.35%
2 Industrials 5.07%
3 Financials 3.91%
4 Energy 3.17%
5 Consumer Staples 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.81%
115,319
-10,399
27
$1.34M 0.8%
+3,017
28
$1.31M 0.79%
67,533
+5,366
29
$1.27M 0.76%
12,599
+3,059
30
$1.21M 0.73%
4,265
+412
31
$1.19M 0.71%
12,166
+102
32
$1.18M 0.71%
3,456
+77
33
$1.13M 0.68%
22,196
-18,101
34
$1.13M 0.68%
15,488
-1,375
35
$1.07M 0.64%
107,378
-35,902
36
$1.07M 0.64%
17,996
+632
37
$1.05M 0.63%
22,745
+712
38
$1.04M 0.63%
+10,441
39
$1.04M 0.62%
2
40
$1.02M 0.61%
11,096
-16,479
41
$1.02M 0.61%
4,067
-94
42
$1.01M 0.61%
4,274
+34
43
$968K 0.58%
18,709
-5,200
44
$886K 0.53%
42,104
+4,872
45
$871K 0.52%
8,122
+433
46
$854K 0.51%
19,816
+1,678
47
$846K 0.51%
19,640
+1,103
48
$809K 0.49%
1,815
+77
49
$796K 0.48%
4,577
-1,046
50
$792K 0.48%
6,994
-718
1
2
3 4 5