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
$163M
AUM Growth
-$3.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$580K
3
+$563K
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$540K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$455K

Top Sells

1
+$3.21M
2
+$1.04M
3
+$945K
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$455K
5
NEE icon
NextEra Energy
NEE
+$345K

Sector Composition

1 Technology 5.84%
2 Industrials 5.32%
3 Energy 3.66%
4 Financials 3.31%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$774K 0.48%
36,670
+3,757
52
$732K 0.45%
16,830
-1,880
53
$729K 0.45%
17,338
+282
54
$728K 0.45%
23,022
-230
55
$719K 0.44%
32,631
-1,044
56
$706K 0.43%
6,558
-436
57
$704K 0.43%
2,329
+138
58
$702K 0.43%
9,238
-300
59
$698K 0.43%
4,494
+50
60
$687K 0.42%
1,599
-216
61
$649K 0.4%
13,725
+275
62
$647K 0.4%
3,232
-835
63
$645K 0.4%
6,091
+1,208
64
$645K 0.4%
8,530
-379
65
$628K 0.39%
27,895
66
$624K 0.38%
13,934
+321
67
$606K 0.37%
31,132
+1,228
68
$603K 0.37%
42,998
+342
69
$602K 0.37%
1,065
+98
70
$593K 0.36%
6,586
-190
71
$587K 0.36%
13,437
+360
72
$580K 0.36%
5,985
+559
73
$578K 0.36%
2,700
+38
74
$573K 0.35%
2,104
-2
75
$564K 0.35%
5,998
+476
1 2
3
4 5