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
$153M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$5.31M
3
+$4.79M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$4.57M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$4.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.3%
2 Industrials 4.87%
3 Financials 3.78%
4 Communication Services 2.54%
5 Energy 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$771K 0.5%
+6,186
52
$769K 0.5%
+3,198
53
$765K 0.5%
+7,807
54
$750K 0.49%
+18,069
55
$732K 0.48%
+3,517
56
$725K 0.47%
+4,394
57
$723K 0.47%
+13,936
58
$721K 0.47%
+8,838
59
$720K 0.47%
+12,486
60
$695K 0.45%
+10,414
61
$665K 0.43%
+1,424
62
$636K 0.42%
+7,288
63
$631K 0.41%
+14,034
64
$611K 0.4%
+4,527
65
$607K 0.4%
+4,562
66
$592K 0.39%
+8,962
67
$592K 0.39%
+7,234
68
$590K 0.39%
+3,578
69
$587K 0.38%
+5,508
70
$585K 0.38%
+11,075
71
$582K 0.38%
+13,556
72
$581K 0.38%
+7,103
73
$578K 0.38%
+5,430
74
$573K 0.37%
+59,205
75
$569K 0.37%
+27,043
1 2
3
4 5