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
$246M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.65M
3
+$1.62M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.59M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.38M

Top Sells

1
+$2.61M
2
+$1.17M
3
+$674K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$540K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$496K

Sector Composition

1 Technology 7.91%
2 Industrials 5.01%
3 Financials 3.69%
4 Consumer Discretionary 3.08%
5 Energy 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.5%
2,658
+100
52
$1.23M 0.5%
22,338
+1,701
53
$1.22M 0.5%
14,934
-6,592
54
$1.15M 0.47%
18,743
+514
55
$1.14M 0.46%
1,239
+31
56
$1.13M 0.46%
22,137
+466
57
$1.09M 0.44%
8,289
+1,222
58
$1.09M 0.44%
2,792
+48
59
$1.04M 0.42%
90,434
+5,837
60
$1.04M 0.42%
10,365
+267
61
$1.04M 0.42%
47,505
+2,941
62
$1.02M 0.41%
17,037
-1,262
63
$1M 0.41%
3,578
+862
64
$984K 0.4%
5,026
-50
65
$973K 0.39%
27,833
+7,244
66
$969K 0.39%
4,495
+415
67
$966K 0.39%
6,646
+398
68
$964K 0.39%
5,835
-1,128
69
$963K 0.39%
18,421
+449
70
$940K 0.38%
11,709
+1,224
71
$933K 0.38%
47,607
+2,336
72
$930K 0.38%
1,580
-161
73
$920K 0.37%
10,328
+598
74
$911K 0.37%
4,035
+107
75
$901K 0.37%
8,374
+70
1 2
3
4 5