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
$156M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$675K
3
+$550K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$470K
5
MCN
Madison Covered Call & Equity Strategy Fund
MCN
+$361K

Top Sells

1
+$1.2M
2
+$439K
3
+$417K
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$290K
5
NSC icon
Norfolk Southern
NSC
+$285K

Sector Composition

1 Technology 5.93%
2 Industrials 4.73%
3 Energy 3.57%
4 Financials 3.54%
5 Consumer Staples 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$707K 0.45%
8,509
-460
52
$702K 0.45%
4,560
+15
53
$673K 0.43%
13,639
+246
54
$668K 0.43%
8,328
+422
55
$651K 0.42%
2,205
-4
56
$643K 0.41%
27,895
57
$632K 0.4%
1,680
+318
58
$626K 0.4%
6,310
+120
59
$606K 0.39%
515
-2
60
$602K 0.39%
2,105
-2
61
$588K 0.38%
6,909
-678
62
$579K 0.37%
2,730
+255
63
$558K 0.36%
3,597
+12
64
$554K 0.35%
28,770
-350
65
$550K 0.35%
7,243
+3
66
$543K 0.35%
47,258
+7,763
67
$540K 0.35%
4,693
+186
68
$537K 0.34%
10,044
+639
69
$535K 0.34%
47,191
+1,047
70
$535K 0.34%
29,250
+441
71
$527K 0.34%
5,290
-75
72
$518K 0.33%
22,148
+751
73
$507K 0.32%
18,240
+130
74
$504K 0.32%
22,189
+3,291
75
$503K 0.32%
4,405
+462
1 2
3
4 5