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
$190M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$753K
3
+$724K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$681K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$507K

Top Sells

1
+$455K
2
+$389K
3
+$320K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$315K
5
ROSC icon
Hartford Multifactor Small Cap ETF
ROSC
+$305K

Sector Composition

1 Technology 6.78%
2 Industrials 5.11%
3 Financials 3.56%
4 Energy 3.04%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 0.91%
9,018
+856
27
$1.71M 0.9%
15,292
-345
28
$1.62M 0.85%
4,555
+854
29
$1.5M 0.79%
16,412
+375
30
$1.45M 0.76%
124,356
+3,885
31
$1.43M 0.75%
4,613
+321
32
$1.36M 0.72%
18,518
+575
33
$1.36M 0.71%
68,655
-2,070
34
$1.34M 0.71%
13,620
+7,635
35
$1.33M 0.7%
51,203
+6,007
36
$1.32M 0.69%
5,062
+695
37
$1.27M 0.67%
6,605
+1,765
38
$1.16M 0.61%
22,998
+646
39
$1.15M 0.61%
26,179
+2,229
40
$1.11M 0.58%
109,854
+1,104
41
$1.08M 0.57%
23,083
+204
42
$1.08M 0.57%
3,056
+173
43
$1.07M 0.56%
10,733
+241
44
$1.05M 0.55%
7,234
+230
45
$1.04M 0.55%
10,095
-1,383
46
$991K 0.52%
2,860
+531
47
$982K 0.52%
9,626
-3,089
48
$933K 0.49%
44,028
+1,055
49
$931K 0.49%
18,424
+2,596
50
$923K 0.49%
32,196
+5,324
1
2
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