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
$226M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.61M
3
+$1.8M
4
RDFI icon
Rareview Dynamic Fixed Income ETF
RDFI
+$1.03M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$572K

Top Sells

1
+$3.48M
2
+$2.52M
3
+$1.9M
4
HTAB icon
Hartford Schroders Tax-Aware Bond ETF
HTAB
+$1.38M
5
EFR
Eaton Vance Senior Floating-Rate Fund
EFR
+$1.1M

Sector Composition

1 Technology 7.26%
2 Industrials 6.07%
3 Financials 3.62%
4 Energy 3.03%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 0.95%
4,668
-74
27
$2.14M 0.94%
84,650
+40,784
28
$2.08M 0.92%
22,666
-334
29
$1.95M 0.86%
107,958
+2,238
30
$1.95M 0.86%
5,082
+16
31
$1.85M 0.82%
31,054
+1,161
32
$1.79M 0.79%
21,526
+1,691
33
$1.76M 0.78%
3,077
+37
34
$1.75M 0.77%
141,872
+8,019
35
$1.65M 0.73%
16,279
+875
36
$1.52M 0.67%
2,653
-1,134
37
$1.47M 0.65%
5,360
+47
38
$1.39M 0.61%
122,463
+5,185
39
$1.3M 0.58%
5,769
-75
40
$1.25M 0.55%
16,641
-1,797
41
$1.23M 0.54%
10,280
+223
42
$1.21M 0.54%
27,076
+2,179
43
$1.18M 0.52%
6,963
+59
44
$1.15M 0.51%
2,558
-2
45
$1.11M 0.49%
2,744
-122
46
$1.11M 0.49%
20,637
+1,684
47
$1.11M 0.49%
21,671
+175
48
$1.1M 0.48%
18,299
-5,465
49
$1.07M 0.47%
1,208
-72
50
$1.07M 0.47%
22,824
-501
1
2
3 4 5