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
$275M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$631K
3
+$616K
4
PCMM
BondBloxx Private Credit CLO ETF
PCMM
+$603K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$587K

Top Sells

1
+$1.85M
2
+$1.34M
3
+$916K
4
FLRT icon
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
+$520K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$368K

Sector Composition

1 Technology 7.93%
2 Industrials 5.16%
3 Financials 3.9%
4 Consumer Discretionary 2.83%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BKLN icon
51
Invesco Senior Loan ETF
BKLN
$6.73B
$1.3M 0.47%
62,249
+3,889
SGOV icon
52
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$1.27M 0.46%
12,567
-526
CGUS icon
53
Capital Group Core Equity ETF
CGUS
$7.31B
$1.25M 0.45%
33,719
+1,475
TSLA icon
54
Tesla
TSLA
$1.46T
$1.23M 0.45%
3,880
+515
SECT icon
55
Main Sector Rotation ETF
SECT
$2.32B
$1.18M 0.43%
20,313
-439
SHY icon
56
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$1.16M 0.42%
13,949
-366
PGX icon
57
Invesco Preferred ETF
PGX
$3.91B
$1.15M 0.42%
103,248
+2,126
XLE icon
58
Energy Select Sector SPDR Fund
XLE
$25.8B
$1.14M 0.42%
13,459
+663
MSI icon
59
Motorola Solutions
MSI
$74.1B
$1.14M 0.42%
2,713
-17
VBK icon
60
Vanguard Small-Cap Growth ETF
VBK
$20.5B
$1.14M 0.41%
4,113
+277
XMMO icon
61
Invesco S&P MidCap Momentum ETF
XMMO
$5.86B
$1.11M 0.4%
8,644
+549
DVY icon
62
iShares Select Dividend ETF
DVY
$20.6B
$1.11M 0.4%
8,353
+70
ARCC icon
63
Ares Capital
ARCC
$13.8B
$1.09M 0.4%
49,754
-20
MO icon
64
Altria Group
MO
$109B
$1.08M 0.39%
18,504
+148
BA icon
65
Boeing
BA
$161B
$1.07M 0.39%
5,124
+263
HACK icon
66
Amplify Cybersecurity ETF
HACK
$2.34B
$1.06M 0.38%
12,231
-103
ET icon
67
Energy Transfer Partners
ET
$56.5B
$1.05M 0.38%
57,703
+11,922
LGLV icon
68
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
$1.08B
$1.04M 0.38%
5,970
-157
COST icon
69
Costco
COST
$415B
$1.04M 0.38%
1,046
+4
VNQ icon
70
Vanguard Real Estate ETF
VNQ
$34.1B
$1.03M 0.38%
11,610
+772
HD icon
71
Home Depot
HD
$390B
$1.03M 0.38%
2,813
-14
VCIT icon
72
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.1B
$1.03M 0.37%
12,396
-223
VIG icon
73
Vanguard Dividend Appreciation ETF
VIG
$97.9B
$1.01M 0.37%
4,946
+40
IAU icon
74
iShares Gold Trust
IAU
$64.3B
$998K 0.36%
15,998
+761
SOXX icon
75
iShares Semiconductor ETF
SOXX
$15.7B
$996K 0.36%
4,174
+345
1 2
3
4 5