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
$158M
AUM Growth
-$4.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.13M
3
+$1.61M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.51M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.48M

Top Sells

1
+$2.9M
2
+$2.12M
3
+$1.84M
4
BND icon
Vanguard Total Bond Market
BND
+$1.77M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.72M

Sector Composition

1 Technology 6.59%
2 Industrials 5.17%
3 Financials 4.89%
4 Energy 3.57%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$771K 0.49%
30,916
52
$761K 0.48%
7,511
+1,230
53
$748K 0.47%
8,692
-2,063
54
$741K 0.47%
15,495
+907
55
$740K 0.47%
8,644
-520
56
$740K 0.47%
14,159
+145
57
$736K 0.47%
6,868
+2,427
58
$732K 0.46%
8,093
+157
59
$703K 0.45%
5,158
+75
60
$698K 0.44%
39,091
+702
61
$683K 0.43%
516
+16
62
$662K 0.42%
2,977
-125
63
$657K 0.42%
3,709
-931
64
$656K 0.42%
7,942
-434
65
$646K 0.41%
4,718
+210
66
$643K 0.41%
2,149
-306
67
$642K 0.41%
57,345
+743
68
$625K 0.4%
9,434
+2,931
69
$614K 0.39%
45,768
+29,134
70
$589K 0.37%
28,109
+628
71
$588K 0.37%
12,243
+694
72
$575K 0.37%
1,268
-672
73
$574K 0.36%
8,133
-222
74
$570K 0.36%
7,297
+19
75
$558K 0.35%
5,685
+170
1 2
3
4 5