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
$213M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$2.07M
3
+$1.52M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$820K
5
HON icon
Honeywell
HON
+$768K

Top Sells

1
+$746K
2
+$652K
3
+$502K
4
CSCO icon
Cisco
CSCO
+$483K
5
AMT icon
American Tower
AMT
+$320K

Sector Composition

1 Technology 6.61%
2 Industrials 6.61%
3 Financials 3.64%
4 Energy 3.18%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$993K 0.47%
76,214
+4,848
52
$992K 0.47%
9,870
-863
53
$952K 0.45%
18,891
+774
54
$948K 0.44%
44,826
+798
55
$944K 0.44%
7,663
-42
56
$939K 0.44%
1,281
+152
57
$937K 0.44%
5,133
+423
58
$915K 0.43%
76,991
+50
59
$909K 0.43%
43,680
+2,055
60
$892K 0.42%
89,062
+3,678
61
$888K 0.42%
38,090
+144
62
$882K 0.41%
10,196
-5
63
$878K 0.41%
7,554
-202
64
$858K 0.4%
1,633
+43
65
$850K 0.4%
17,743
+1,356
66
$839K 0.39%
4,314
-118
67
$829K 0.39%
6,283
+176
68
$820K 0.38%
+29,338
69
$809K 0.38%
18,550
+637
70
$781K 0.37%
33,939
-6,328
71
$777K 0.36%
9,648
+168
72
$768K 0.36%
+3,744
73
$768K 0.36%
9,620
+468
74
$756K 0.35%
4,781
+982
75
$750K 0.35%
25,745
-6,451
1 2
3
4 5