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
$162M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$1.73M
3
+$1.59M
4
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$745K
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$705K

Top Sells

1
+$2.17M
2
+$2.03M
3
+$1.29M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.13M
5
PGX icon
Invesco Preferred ETF
PGX
+$626K

Sector Composition

1 Technology 7.9%
2 Financials 5.73%
3 Industrials 4.69%
4 Consumer Staples 2.49%
5 Energy 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$788K 0.49%
3,265
+67
52
$770K 0.47%
3,552
+35
53
$766K 0.47%
7,936
+129
54
$754K 0.46%
14,588
+652
55
$745K 0.46%
+500
56
$741K 0.46%
9,164
+326
57
$731K 0.45%
5,657
+1,885
58
$713K 0.44%
38,389
-3,432
59
$695K 0.43%
+19,005
60
$678K 0.42%
6,281
+773
61
$664K 0.41%
14,014
-20
62
$654K 0.4%
16,125
-1,944
63
$630K 0.39%
3,193
+1,990
64
$627K 0.39%
7,358
+70
65
$623K 0.38%
13,765
+209
66
$616K 0.38%
3,186
+49
67
$615K 0.38%
6,503
+317
68
$609K 0.37%
4,508
-19
69
$591K 0.36%
7,278
+44
70
$590K 0.36%
11,549
+474
71
$586K 0.36%
3,363
+84
72
$584K 0.36%
8,355
+287
73
$582K 0.36%
27,481
+438
74
$573K 0.35%
7,287
+184
75
$567K 0.35%
5,515
+85
1 2
3
4 5