IWN
Independent Wealth Network Portfolio holdings
AUM $251M
AUM
$251M
AUM Growth
+$4.24M (+2%)
Cap. Flow
+$11.8M
Cap. Flow % of AUM
4.72%
Top 10 Holdings %Top 10 Hldgs %
27.26%
Holding
254
New
18
Increased
132
Reduced
89
Closed
9
Top Buys
| 1 | $1.6M | |
| 2 | $1.37M | |
| 3 | $1.14M | |
| 4 | $842K | |
| 5 | $697K |
Top Sells
| 1 | $1.3M | |
| 2 | $429K | |
| 3 | $352K | |
| 4 | $186K | |
| 5 | $175K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.21M | 0.48% | 58,360 +36 | +0.1% | +$745 | |||
| $1.2M | 0.48% | 12,796 +2,355 | +23% | +$220K | |||
| $1.2M | 0.48% | 2,730 +72 | +3% | +$31.5K | |||
| $1.18M | 0.47% | 14,315 -619 | -4% | -$51.2K | |||
| $1.14M | 0.45% | 48,158 | New | +$1.14M | |||
| $1.13M | 0.45% | 101,122 +10,688 | +12% | +$120K | |||
| $1.11M | 0.44% | 8,283 -6 | -0.1% | -$806 | |||
| $1.1M | 0.44% | 49,774 +2,269 | +5% | +$50.3K | |||
| $1.1M | 0.44% | 18,356 -65 | -0.4% | -$3.9K | |||
| $1.1M | 0.44% | 7,193 +547 | +8% | +$83.7K | |||
| $1.08M | 0.43% | 32,244 +4,411 | +16% | +$147K | |||
| $1.07M | 0.43% | 6,127 +292 | +5% | +$50.8K | |||
| $1.06M | 0.42% | 20,752 -1,586 | -7% | -$81K | |||
| $1.04M | 0.41% | 2,827 +35 | +1% | +$12.8K | |||
| $1.03M | 0.41% | 12,619 +910 | +8% | +$74.4K | |||
| $1.02M | 0.41% | 8,611 +237 | +3% | +$28.2K | |||
| $986K | 0.39% | 1,042 -197 | -16% | -$186K | |||
| $981K | 0.39% | 10,838 +510 | +5% | +$46.2K | |||
| $966K | 0.39% | 3,836 +258 | +7% | +$65K | |||
| $954K | 0.38% | 9,479 -886 | -9% | -$89.2K | |||
| $952K | 0.38% | 4,906 -120 | -2% | -$23.3K | |||
| $921K | 0.37% | 8,095 +895 | +12% | +$102K | |||
| $905K | 0.36% | 18,139 -264 | -1% | -$13.2K | |||
| $898K | 0.36% | 15,237 +2,849 | +23% | +$168K | |||
| $886K | 0.35% | 12,334 +587 | +5% | +$42.1K |
