IWN

Independent Wealth Network Portfolio holdings

AUM $327M
1-Year Est. Return 19.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.5%
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
CGUS icon
51
Capital Group Core Equity ETF
CGUS
$8.84B
$1.43M 0.46%
36,281
+2,562
ITA icon
52
iShares US Aerospace & Defense ETF
ITA
$13.5B
$1.37M 0.44%
6,548
-851
QQQM icon
53
Invesco NASDAQ 100 ETF
QQQM
$69.2B
$1.36M 0.44%
5,493
+2,713
DLN icon
54
WisdomTree US LargeCap Dividend Fund
DLN
$5.64B
$1.36M 0.44%
15,589
+8,448
GOOG icon
55
Alphabet (Google) Class C
GOOG
$3.56T
$1.33M 0.43%
5,473
+489
IAU icon
56
iShares Gold Trust
IAU
$74.9B
$1.33M 0.43%
18,248
+2,250
XMMO icon
57
Invesco S&P MidCap Momentum ETF
XMMO
$5.89B
$1.33M 0.43%
9,817
+1,173
SECT icon
58
Main Sector Rotation ETF
SECT
$2.32B
$1.32M 0.42%
20,877
+564
PGX icon
59
Invesco Preferred ETF
PGX
$3.81B
$1.31M 0.42%
112,879
+9,631
KYN icon
60
Kayne Anderson Energy Infrastructure Fund
KYN
$2.33B
$1.3M 0.42%
104,917
+1,527
SHY icon
61
iShares 1-3 Year Treasury Bond ETF
SHY
$24.6B
$1.3M 0.42%
15,612
+1,663
VBK icon
62
Vanguard Small-Cap Growth ETF
VBK
$20.5B
$1.27M 0.41%
4,270
+157
MSI icon
63
Motorola Solutions
MSI
$72.7B
$1.22M 0.39%
2,673
-40
XLE icon
64
State Street Energy Select Sector SPDR ETF
XLE
$41.1B
$1.22M 0.39%
27,234
+316
MO icon
65
Altria Group
MO
$110B
$1.2M 0.39%
18,222
-282
SOXX icon
66
iShares Semiconductor ETF
SOXX
$21.4B
$1.2M 0.38%
4,415
+241
DVY icon
67
iShares Select Dividend ETF
DVY
$22.3B
$1.18M 0.38%
8,302
-51
LGLV icon
68
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.15B
$1.15M 0.37%
6,442
+472
VCIT icon
69
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.7B
$1.14M 0.36%
13,500
+1,104
VNQ icon
70
Vanguard Real Estate ETF
VNQ
$34.9B
$1.1M 0.35%
12,052
+442
BA icon
71
Boeing
BA
$164B
$1.1M 0.35%
5,078
-46
VIG icon
72
Vanguard Dividend Appreciation ETF
VIG
$99.6B
$1.07M 0.34%
4,959
+13
HACK icon
73
Amplify Cybersecurity ETF
HACK
$1.94B
$1.05M 0.34%
12,098
-133
IVV icon
74
iShares Core S&P 500 ETF
IVV
$724B
$1.04M 0.33%
1,552
-9
ARCC icon
75
Ares Capital
ARCC
$13B
$1.03M 0.33%
50,568
+814
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3
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