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
$128M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$980K
2
+$615K
3
+$343K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$294K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$271K

Top Sells

1
+$1.35M
2
+$1.23M
3
+$832K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$786K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$786K

Sector Composition

1 Technology 5.22%
2 Industrials 4.24%
3 Financials 3.91%
4 Energy 3.75%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$617K 0.48%
15,288
+663
52
$615K 0.48%
+20,384
53
$582K 0.45%
13,297
-1,554
54
$574K 0.45%
3,512
-192
55
$570K 0.45%
5,930
+3,567
56
$557K 0.44%
7,360
-84
57
$554K 0.43%
2,009
-34
58
$542K 0.42%
5,184
-24
59
$538K 0.42%
7,247
+39
60
$534K 0.42%
7,194
-378
61
$518K 0.4%
5,378
-131
62
$510K 0.4%
4,721
+2
63
$508K 0.4%
7,269
-1,197
64
$483K 0.38%
43,476
-7,622
65
$472K 0.37%
2,110
+1
66
$469K 0.37%
12,911
+670
67
$467K 0.36%
9,707
+270
68
$466K 0.36%
27,596
-535
69
$448K 0.35%
2,211
+7
70
$448K 0.35%
19,687
+5,664
71
$444K 0.35%
8,775
+152
72
$439K 0.34%
28,587
-560
73
$434K 0.34%
17,144
+1,547
74
$434K 0.34%
6,882
-140
75
$421K 0.33%
4,141
+434
1 2
3
4 5