IWN

Independent Wealth Network Portfolio holdings

AUM $337M
1-Year Est. Return 22.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$930K
3
+$901K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$715K
5
PKG icon
Packaging Corp of America
PKG
+$643K

Top Sells

1
+$1.38M
2
+$567K
3
+$459K
4
IBB icon
iShares Biotechnology ETF
IBB
+$426K
5
KSS icon
Kohl's
KSS
+$416K

Sector Composition

1 Technology 8.09%
2 Industrials 5.54%
3 Financials 3.43%
4 Consumer Discretionary 2.83%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.46%
36,281
+2,562
52
$1.37M 0.44%
6,548
-851
53
$1.36M 0.44%
5,493
+2,713
54
$1.36M 0.44%
15,589
+8,448
55
$1.33M 0.43%
5,473
+489
56
$1.33M 0.43%
18,248
+2,250
57
$1.33M 0.43%
9,817
+1,173
58
$1.32M 0.42%
20,877
+564
59
$1.31M 0.42%
112,879
+9,631
60
$1.3M 0.42%
104,917
+1,527
61
$1.3M 0.42%
15,612
+1,663
62
$1.27M 0.41%
4,270
+157
63
$1.22M 0.39%
2,673
-40
64
$1.22M 0.39%
27,234
+316
65
$1.2M 0.39%
18,222
-282
66
$1.2M 0.38%
4,415
+241
67
$1.18M 0.38%
8,302
-51
68
$1.15M 0.37%
6,442
+472
69
$1.14M 0.36%
13,500
+1,104
70
$1.1M 0.35%
12,052
+442
71
$1.1M 0.35%
5,078
-46
72
$1.07M 0.34%
4,959
+13
73
$1.05M 0.34%
12,098
-133
74
$1.04M 0.33%
1,552
-9
75
$1.03M 0.33%
50,568
+814
1 2
3
4 5