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
$215M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.44M
3
+$640K
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$538K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$490K

Top Sells

1
+$2.44M
2
+$2.27M
3
+$796K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$683K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$592K

Sector Composition

1 Technology 7.61%
2 Industrials 5.45%
3 Financials 3.48%
4 Energy 3.14%
5 Consumer Discretionary 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.47%
43,866
+5,776
52
$1.01M 0.47%
10,036
+166
53
$988K 0.46%
2,560
+447
54
$987K 0.46%
2,866
+36
55
$968K 0.45%
18,953
+62
56
$961K 0.45%
8,349
+795
57
$952K 0.44%
92,148
+3,086
58
$949K 0.44%
45,126
+300
59
$946K 0.44%
81,873
+4,882
60
$935K 0.44%
5,120
-13
61
$929K 0.43%
44,575
+895
62
$920K 0.43%
18,428
+122
63
$896K 0.42%
35,360
+1,421
64
$885K 0.41%
7,312
-351
65
$881K 0.41%
30,451
+1,113
66
$871K 0.41%
1,591
-42
67
$847K 0.39%
17,449
-294
68
$841K 0.39%
10,042
-154
69
$827K 0.38%
3,873
+129
70
$827K 0.38%
3,351
+238
71
$824K 0.38%
18,086
-464
72
$806K 0.38%
6,102
-181
73
$798K 0.37%
9,984
+336
74
$788K 0.37%
34,297
+8,552
75
$781K 0.36%
48,150
+2,507
1 2
3
4 5