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
$251M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.37M
3
+$1.14M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$842K
5
RDFI icon
Rareview Dynamic Fixed Income ETF
RDFI
+$697K

Top Sells

1
+$1.76M
2
+$1.3M
3
+$429K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$352K
5
GM icon
General Motors
GM
+$298K

Sector Composition

1 Technology 6.74%
2 Industrials 4.9%
3 Financials 4.39%
4 Energy 3.13%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.48%
58,360
+36
52
$1.2M 0.48%
12,796
+2,355
53
$1.2M 0.48%
2,730
+72
54
$1.18M 0.47%
14,315
-619
55
$1.14M 0.45%
+48,158
56
$1.13M 0.45%
101,122
+10,688
57
$1.11M 0.44%
8,283
-6
58
$1.1M 0.44%
49,774
+2,269
59
$1.1M 0.44%
18,356
-65
60
$1.1M 0.44%
7,193
+547
61
$1.08M 0.43%
32,244
+4,411
62
$1.07M 0.43%
6,127
+292
63
$1.06M 0.42%
20,752
-1,586
64
$1.04M 0.41%
2,827
+35
65
$1.03M 0.41%
12,619
+910
66
$1.02M 0.41%
8,611
+237
67
$986K 0.39%
1,042
-197
68
$981K 0.39%
10,838
+510
69
$966K 0.39%
3,836
+258
70
$954K 0.38%
9,479
-886
71
$952K 0.38%
4,906
-120
72
$921K 0.37%
8,095
+895
73
$905K 0.36%
18,139
-264
74
$898K 0.36%
15,237
+2,849
75
$886K 0.35%
12,334
+587
1 2
3
4 5