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
$251M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.37M
3
+$1.14M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$842K
5
RDFI icon
Rareview Dynamic Fixed Income ETF
RDFI
+$697K

Top Sells

1
+$1.76M
2
+$1.3M
3
+$429K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$352K
5
GM icon
General Motors
GM
+$298K

Sector Composition

1 Technology 6.74%
2 Industrials 4.9%
3 Financials 4.39%
4 Energy 3.13%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 0.9%
50,662
+1,309
27
$2.24M 0.89%
39,161
+2,859
28
$2.23M 0.89%
21,539
+2,229
29
$2.16M 0.86%
23,512
-14,193
30
$2.07M 0.82%
5,576
+65
31
$2.02M 0.8%
114,622
+6,097
32
$1.97M 0.79%
38,626
+16,489
33
$1.87M 0.75%
5,340
-13
34
$1.85M 0.74%
50,600
-11,750
35
$1.85M 0.74%
21,865
+419
36
$1.82M 0.72%
159,164
+14,599
37
$1.81M 0.72%
3,133
-75
38
$1.71M 0.68%
33,917
+971
39
$1.6M 0.64%
+2
40
$1.58M 0.63%
53,094
+11,124
41
$1.46M 0.58%
2,618
-16
42
$1.44M 0.58%
12,524
+190
43
$1.44M 0.57%
133,882
+12,132
44
$1.44M 0.57%
6,951
+1,165
45
$1.38M 0.55%
18,831
+1,680
46
$1.33M 0.53%
30,697
+1,068
47
$1.33M 0.53%
103,487
+6,215
48
$1.32M 0.53%
13,093
-191
49
$1.3M 0.52%
19,148
+405
50
$1.26M 0.5%
75,767
+8,321
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2
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