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
$213M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$2.07M
3
+$1.52M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$820K
5
HON icon
Honeywell
HON
+$768K

Top Sells

1
+$746K
2
+$652K
3
+$502K
4
CSCO icon
Cisco
CSCO
+$483K
5
AMT icon
American Tower
AMT
+$320K

Sector Composition

1 Technology 6.61%
2 Industrials 6.61%
3 Financials 3.64%
4 Energy 3.18%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 0.93%
4,732
+177
27
$1.95M 0.92%
3,733
-214
28
$1.93M 0.9%
9,374
+356
29
$1.83M 0.86%
20,260
+1,650
30
$1.81M 0.85%
104,455
-1,233
31
$1.77M 0.83%
19,297
+2,885
32
$1.74M 0.81%
5,047
+434
33
$1.52M 0.71%
+100,594
34
$1.51M 0.71%
125,439
+1,083
35
$1.48M 0.7%
3,055
-1
36
$1.47M 0.69%
5,267
+205
37
$1.44M 0.67%
14,436
+816
38
$1.43M 0.67%
6,855
+250
39
$1.38M 0.65%
51,095
-108
40
$1.37M 0.64%
70,011
+1,356
41
$1.37M 0.64%
18,871
+353
42
$1.22M 0.57%
20,451
-10,936
43
$1.17M 0.55%
110,155
+301
44
$1.15M 0.54%
26,412
+233
45
$1.14M 0.53%
10,154
+59
46
$1.12M 0.53%
7,210
-24
47
$1.09M 0.51%
2,830
-30
48
$1.08M 0.51%
21,109
-1,889
49
$1.08M 0.51%
23,187
+104
50
$1.05M 0.49%
18,306
+483
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