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
$166M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.11M
3
+$1.04M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$938K
5
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$789K

Top Sells

1
+$3.18M
2
+$1.51M
3
+$1.1M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$920K
5
AWF
AllianceBernstein Global High Income Fund
AWF
+$358K

Sector Composition

1 Technology 6.35%
2 Industrials 5.07%
3 Financials 3.91%
4 Energy 3.17%
5 Consumer Staples 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$791K 0.48%
18,710
+470
52
$789K 0.47%
+5,608
53
$786K 0.47%
2,739
+9
54
$773K 0.46%
17,056
+1,181
55
$771K 0.46%
33,675
+11,527
56
$754K 0.45%
9,538
+1,210
57
$750K 0.45%
65,931
+18,673
58
$744K 0.45%
8,909
+400
59
$740K 0.44%
32,913
+10,724
60
$731K 0.44%
23,252
+15,726
61
$722K 0.43%
4,444
-116
62
$720K 0.43%
1,767
+87
63
$681K 0.41%
2,191
-14
64
$650K 0.39%
27,895
65
$640K 0.38%
13,613
-26
66
$638K 0.38%
13,450
-1,368
67
$618K 0.37%
2,106
+1
68
$612K 0.37%
2,662
+713
69
$606K 0.36%
6,776
-133
70
$604K 0.36%
13,077
+3,070
71
$596K 0.36%
3,604
+7
72
$583K 0.35%
2,834
+605
73
$582K 0.35%
505
-10
74
$570K 0.34%
4,883
+190
75
$562K 0.34%
29,904
+654
1 2
3
4 5