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
$190M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$753K
3
+$724K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$681K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$507K

Top Sells

1
+$455K
2
+$389K
3
+$320K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$315K
5
ROSC icon
Hartford Multifactor Small Cap ETF
ROSC
+$305K

Sector Composition

1 Technology 6.78%
2 Industrials 5.11%
3 Financials 3.56%
4 Energy 3.04%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$922K 0.48%
18,610
+1,780
52
$903K 0.48%
71,366
+25,250
53
$903K 0.48%
7,705
+1,147
54
$901K 0.47%
10,201
+1,671
55
$883K 0.46%
76,941
+3,259
56
$860K 0.45%
37,946
+1,276
57
$843K 0.44%
18,117
-890
58
$834K 0.44%
41,625
+10,493
59
$826K 0.43%
4,432
+1,200
60
$815K 0.43%
17,823
+3,889
61
$803K 0.42%
4,710
+216
62
$778K 0.41%
16,387
+2,662
63
$775K 0.41%
7,756
-528
64
$773K 0.41%
6,107
+16
65
$771K 0.41%
9,480
+242
66
$759K 0.4%
1,590
-9
67
$750K 0.39%
85,384
+34,580
68
$746K 0.39%
22,675
-347
69
$745K 0.39%
1,129
+64
70
$744K 0.39%
32,302
-329
71
$723K 0.38%
17,913
+575
72
$691K 0.36%
40,267
+13,322
73
$690K 0.36%
9,152
+1,911
74
$659K 0.35%
2,106
+2
75
$657K 0.35%
2,717
+17
1 2
3
4 5