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
$146M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.19M
3
+$1.1M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$604K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$362K

Top Sells

1
+$615K
2
+$538K
3
+$469K
4
JPM icon
JPMorgan Chase
JPM
+$400K
5
DIS icon
Walt Disney
DIS
+$279K

Sector Composition

1 Industrials 5.43%
2 Technology 4.91%
3 Energy 4.05%
4 Financials 3.61%
5 Consumer Staples 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$624K 0.43%
7,426
-50
52
$613K 0.42%
7,906
+546
53
$613K 0.42%
517
-2
54
$603K 0.41%
27,895
-4,921
55
$600K 0.41%
6,190
+260
56
$598K 0.41%
6,837
+2,251
57
$597K 0.41%
13,393
+96
58
$571K 0.39%
1,487
-678
59
$565K 0.39%
7,240
-29
60
$556K 0.38%
13,249
+338
61
$543K 0.37%
2,107
-3
62
$536K 0.37%
29,120
+533
63
$532K 0.36%
28,809
+1,213
64
$520K 0.36%
5,365
-13
65
$505K 0.35%
46,144
+2,668
66
$504K 0.34%
4,507
+136
67
$493K 0.34%
9,405
+630
68
$491K 0.34%
2,189
-22
69
$486K 0.33%
21,397
+1,710
70
$478K 0.33%
1,362
-625
71
$478K 0.33%
3,943
-198
72
$467K 0.32%
6,497
+66
73
$466K 0.32%
6,829
-53
74
$465K 0.32%
3,538
-1
75
$454K 0.31%
18,814
-10,058
1 2
3
4 5