IWN

Independent Wealth Network Portfolio holdings

AUM $337M
1-Year Est. Return 22.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$930K
3
+$901K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$715K
5
PKG icon
Packaging Corp of America
PKG
+$643K

Top Sells

1
+$1.38M
2
+$567K
3
+$459K
4
IBB icon
iShares Biotechnology ETF
IBB
+$426K
5
KSS icon
Kohl's
KSS
+$416K

Sector Composition

1 Technology 8.09%
2 Industrials 5.54%
3 Financials 3.43%
4 Consumer Discretionary 2.83%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.56M 0.82%
14,046
-8,537
27
$2.5M 0.8%
49,833
-94
28
$2.43M 0.78%
42,555
+2,186
29
$2.38M 0.76%
46,515
+8,691
30
$2.37M 0.76%
3,233
+44
31
$2.36M 0.76%
25,710
+1,966
32
$2.33M 0.75%
22,547
+336
33
$2.28M 0.73%
125,185
+8,442
34
$2.28M 0.73%
72,203
-6,176
35
$2.13M 0.68%
63,685
+6,689
36
$2.13M 0.68%
179,957
+16,034
37
$2.09M 0.67%
102,374
+13,134
38
$1.93M 0.62%
5,643
+88
39
$1.89M 0.61%
2,840
+12
40
$1.87M 0.6%
13,284
-1,336
41
$1.83M 0.59%
107,603
+4,334
42
$1.8M 0.58%
14,495
+1,851
43
$1.7M 0.54%
16,837
+4,270
44
$1.65M 0.53%
147,632
+13,174
45
$1.63M 0.52%
3,662
-218
46
$1.62M 0.52%
63,987
-870
47
$1.61M 0.52%
21,606
+1,124
48
$1.54M 0.49%
73,430
+11,181
49
$1.51M 0.49%
34,164
+3,191
50
$1.51M 0.48%
2
1
2
3 4 5