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
$226M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.61M
3
+$1.8M
4
RDFI icon
Rareview Dynamic Fixed Income ETF
RDFI
+$1.03M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$572K

Top Sells

1
+$3.48M
2
+$2.52M
3
+$1.9M
4
HTAB icon
Hartford Schroders Tax-Aware Bond ETF
HTAB
+$1.38M
5
EFR
Eaton Vance Senior Floating-Rate Fund
EFR
+$1.1M

Sector Composition

1 Technology 7.26%
2 Industrials 6.07%
3 Financials 3.62%
4 Energy 3.03%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.46%
84,597
+2,724
52
$1.04M 0.46%
18,229
-199
53
$1.03M 0.46%
93,599
+1,451
54
$1.02M 0.45%
10,098
+62
55
$1.01M 0.45%
33,905
+3,454
56
$1.01M 0.44%
5,076
-44
57
$1M 0.44%
1,741
+150
58
$988K 0.44%
26,562
-8,798
59
$982K 0.43%
46,727
+1,601
60
$973K 0.43%
8,304
-45
61
$955K 0.42%
7,067
-245
62
$948K 0.42%
9,730
-312
63
$941K 0.42%
4,080
+729
64
$935K 0.41%
6,248
+146
65
$933K 0.41%
44,564
-11
66
$917K 0.41%
17,972
-114
67
$883K 0.39%
23,441
+3,859
68
$878K 0.39%
10,485
+501
69
$854K 0.38%
17,311
-138
70
$836K 0.37%
9,524
-21,620
71
$824K 0.36%
4,298
+65
72
$812K 0.36%
3,928
+55
73
$812K 0.36%
9,709
+15
74
$799K 0.35%
11,696
+165
75
$774K 0.34%
15,564
+4,718
1 2
3
4 5