IWN

Independent Wealth Network Portfolio holdings

AUM $327M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$327M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$890K
3
+$601K
4
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$528K
5
CLX icon
Clorox
CLX
+$524K

Top Sells

1
+$779K
2
+$594K
3
+$586K
4
XCCC icon
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
XCCC
+$452K
5
PCMM
BondBloxx Private Credit CLO ETF
PCMM
+$452K

Sector Composition

1 Technology 7.56%
2 Industrials 5.87%
3 Financials 3.64%
4 Consumer Discretionary 2.87%
5 Energy 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AGGY icon
51
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$896M
$1.53M 0.47%
34,840
+676
BRK.A icon
52
Berkshire Hathaway Class A
BRK.A
$1.04T
$1.51M 0.46%
2
ITA icon
53
iShares US Aerospace & Defense ETF
ITA
$16B
$1.43M 0.44%
6,677
+129
CGUS icon
54
Capital Group Core Equity ETF
CGUS
$8.91B
$1.43M 0.44%
35,476
-805
IAU icon
55
iShares Gold Trust
IAU
$82.3B
$1.4M 0.43%
17,207
-1,041
QQQM icon
56
Invesco NASDAQ 100 ETF
QQQM
$70.5B
$1.39M 0.42%
5,494
+1
SOXX icon
57
iShares Semiconductor ETF
SOXX
$21.4B
$1.38M 0.42%
4,584
+169
DLN icon
58
WisdomTree US LargeCap Dividend Fund
DLN
$5.84B
$1.37M 0.42%
15,601
+12
SECT icon
59
Main Sector Rotation ETF
SECT
$2.43B
$1.36M 0.41%
21,002
+125
XEMD icon
60
BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF
XEMD
$866M
$1.35M 0.41%
30,242
+20,060
KYN icon
61
Kayne Anderson Energy Infrastructure Fund
KYN
$2.4B
$1.34M 0.41%
108,623
+3,706
VBK icon
62
Vanguard Small-Cap Growth ETF
VBK
$21.2B
$1.3M 0.4%
4,313
+43
SHY icon
63
iShares 1-3 Year Treasury Bond ETF
SHY
$24.9B
$1.29M 0.39%
15,546
-66
PGX icon
64
Invesco Preferred ETF
PGX
$3.97B
$1.27M 0.39%
112,683
-196
SGOV icon
65
iShares 0-3 Month Treasury Bond ETF
SGOV
$74.8B
$1.26M 0.38%
12,522
-4,315
GOOGL icon
66
Alphabet (Google) Class A
GOOGL
$3.65T
$1.26M 0.38%
4,013
+40
XLE icon
67
State Street Energy Select Sector SPDR ETF
XLE
$38.6B
$1.22M 0.37%
27,329
+95
KR icon
68
Kroger
KR
$43.5B
$1.22M 0.37%
19,549
+4,815
DVY icon
69
iShares Select Dividend ETF
DVY
$22.5B
$1.17M 0.36%
8,293
-9
IVV icon
70
iShares Core S&P 500 ETF
IVV
$744B
$1.16M 0.35%
1,691
+139
BA icon
71
Boeing
BA
$176B
$1.14M 0.35%
5,233
+155
LGLV icon
72
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.17B
$1.13M 0.34%
6,415
-27
VCIT icon
73
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$63.5B
$1.13M 0.34%
13,447
-53
EFA icon
74
iShares MSCI EAFE ETF
EFA
$73.9B
$1.09M 0.33%
11,381
+387
XOM icon
75
Exxon Mobil
XOM
$633B
$1.08M 0.33%
9,005
+190
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3
4 5