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
$163M
AUM Growth
-$3.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$580K
3
+$563K
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$540K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$455K

Top Sells

1
+$3.21M
2
+$1.04M
3
+$945K
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$455K
5
NEE icon
NextEra Energy
NEE
+$345K

Sector Composition

1 Technology 5.84%
2 Industrials 5.32%
3 Energy 3.66%
4 Financials 3.31%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.86%
8,162
+153
27
$1.37M 0.84%
10,759
-209
28
$1.34M 0.82%
120,471
+5,152
29
$1.3M 0.8%
3,701
+245
30
$1.29M 0.79%
70,725
+3,192
31
$1.26M 0.77%
12,715
+116
32
$1.25M 0.77%
17,943
+2,455
33
$1.17M 0.72%
4,292
+27
34
$1.14M 0.7%
19,259
+1,263
35
$1.14M 0.7%
22,352
+156
36
$1.09M 0.67%
45,196
+22,346
37
$1.08M 0.66%
11,478
-688
38
$1.05M 0.65%
108,750
+1,372
39
$1.05M 0.65%
10,492
+51
40
$1M 0.62%
4,367
+93
41
$1,000K 0.61%
22,879
+134
42
$994K 0.61%
23,950
+4,310
43
$974K 0.6%
8,284
+162
44
$935K 0.58%
7,004
+1,396
45
$902K 0.55%
42,973
+869
46
$866K 0.53%
2,883
+144
47
$851K 0.52%
15,828
-2,881
48
$807K 0.5%
73,682
+7,751
49
$800K 0.49%
19,007
-809
50
$793K 0.49%
4,840
+263
1
2
3 4 5