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
$215M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.44M
3
+$640K
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$538K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$490K

Top Sells

1
+$2.44M
2
+$2.27M
3
+$796K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$683K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$592K

Sector Composition

1 Technology 7.61%
2 Industrials 5.45%
3 Financials 3.48%
4 Energy 3.14%
5 Consumer Discretionary 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 0.96%
77,659
-10,191
27
$2.06M 0.96%
3,787
+54
28
$1.96M 0.91%
70,461
+19,366
29
$1.93M 0.9%
4,742
+10
30
$1.89M 0.88%
5,066
+19
31
$1.84M 0.85%
105,720
+1,265
32
$1.83M 0.85%
8,513
-861
33
$1.69M 0.79%
29,893
-42,972
34
$1.62M 0.75%
19,835
-5,982
35
$1.61M 0.75%
133,853
+8,414
36
$1.53M 0.71%
3,040
-15
37
$1.53M 0.71%
15,404
+968
38
$1.42M 0.66%
23,764
+3,313
39
$1.39M 0.65%
5,313
+46
40
$1.38M 0.64%
71,625
+1,614
41
$1.33M 0.62%
18,438
-433
42
$1.32M 0.62%
5,844
-1,011
43
$1.23M 0.57%
117,278
+7,123
44
$1.1M 0.51%
84,018
+7,804
45
$1.1M 0.51%
21,496
+387
46
$1.1M 0.51%
10,057
-97
47
$1.09M 0.51%
1,280
-1
48
$1.07M 0.5%
24,897
-1,515
49
$1.07M 0.5%
23,325
+138
50
$1.05M 0.49%
6,904
-306
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