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
$139M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$1.27M
3
+$469K
4
BND icon
Vanguard Total Bond Market
BND
+$351K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$335K

Top Sells

1
+$2.65M
2
+$1.36M
3
+$913K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$761K
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$436K

Sector Composition

1 Technology 5.2%
2 Industrials 4.44%
3 Financials 4.18%
4 Energy 3.4%
5 Consumer Staples 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$657K 0.47%
3,704
-5
52
$651K 0.47%
4,540
-319
53
$643K 0.46%
17,672
-463
54
$636K 0.46%
8,466
-178
55
$631K 0.45%
519
+3
56
$627K 0.45%
51,098
+5,330
57
$611K 0.44%
29,147
-9,944
58
$611K 0.44%
14,625
+466
59
$596K 0.43%
7,444
-1,248
60
$587K 0.42%
7,572
-521
61
$586K 0.42%
5,208
+50
62
$563K 0.41%
56,381
-964
63
$560K 0.4%
2,043
-106
64
$560K 0.4%
5,509
-1,359
65
$554K 0.4%
28,543
+8,216
66
$550K 0.4%
7,208
-89
67
$534K 0.38%
1,409
+141
68
$522K 0.38%
4,719
+1
69
$504K 0.36%
28,131
+22
70
$499K 0.36%
12,241
-2
71
$477K 0.34%
2,959
-18
72
$473K 0.34%
9,437
+3,000
73
$469K 0.34%
+5,595
74
$454K 0.33%
8,623
+577
75
$448K 0.32%
6,263
-134
1 2
3
4 5