IWN

Independent Wealth Network Portfolio holdings

AUM $327M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
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
+$1.79M
2
+$604K
3
+$595K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$569K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$558K

Top Sells

1
+$1.85M
2
+$1.33M
3
+$913K
4
FLRT icon
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
+$513K
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
51
$1.3M 0.47%
62,249
+3,889
52
$1.27M 0.46%
12,567
-526
53
$1.25M 0.45%
33,719
+1,475
54
$1.23M 0.45%
3,880
+515
55
$1.18M 0.43%
20,313
-439
56
$1.16M 0.42%
13,949
-366
57
$1.15M 0.42%
103,248
+2,126
58
$1.14M 0.42%
26,918
+1,326
59
$1.14M 0.42%
2,713
-17
60
$1.14M 0.41%
4,113
+277
61
$1.11M 0.4%
8,644
+549
62
$1.11M 0.4%
8,353
+70
63
$1.09M 0.4%
49,754
-20
64
$1.08M 0.39%
18,504
+148
65
$1.07M 0.39%
5,124
+263
66
$1.06M 0.38%
12,231
-103
67
$1.05M 0.38%
57,703
+11,922
68
$1.04M 0.38%
5,970
-157
69
$1.04M 0.38%
1,046
+4
70
$1.03M 0.38%
11,610
+772
71
$1.03M 0.38%
2,813
-14
72
$1.03M 0.37%
12,396
-223
73
$1.01M 0.37%
4,946
+40
74
$998K 0.36%
15,998
+761
75
$996K 0.36%
4,174
+345
1 2
3
4 5