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
$246M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.65M
3
+$1.62M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.59M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.38M

Top Sells

1
+$2.61M
2
+$1.17M
3
+$674K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$540K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$496K

Sector Composition

1 Technology 7.91%
2 Industrials 5.01%
3 Financials 3.69%
4 Consumer Discretionary 3.08%
5 Energy 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 0.94%
18,136
+209
27
$2.28M 0.92%
5,026
+358
28
$2.27M 0.92%
49,353
-189
29
$2.26M 0.92%
5,511
+429
30
$2.09M 0.85%
36,302
+5,248
31
$1.94M 0.79%
19,310
+3,031
32
$1.92M 0.78%
108,525
+567
33
$1.88M 0.76%
3,208
+131
34
$1.76M 0.71%
+23,161
35
$1.69M 0.69%
5,353
-7
36
$1.67M 0.68%
144,565
+2,693
37
$1.65M 0.67%
+32,946
38
$1.62M 0.66%
21,446
-5,116
39
$1.54M 0.63%
2,634
-19
40
$1.41M 0.57%
12,334
+2,054
41
$1.37M 0.55%
3,381
+1,473
42
$1.35M 0.55%
5,786
+17
43
$1.33M 0.54%
+13,284
44
$1.31M 0.53%
121,750
-713
45
$1.28M 0.52%
41,970
+8,065
46
$1.27M 0.52%
29,629
+2,553
47
$1.24M 0.5%
97,272
+3,673
48
$1.23M 0.5%
17,151
+510
49
$1.23M 0.5%
58,324
+11,597
50
$1.23M 0.5%
+67,446
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