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
$162M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$1.73M
3
+$1.59M
4
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$745K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$705K

Top Sells

1
+$2.17M
2
+$2.03M
3
+$1.29M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.13M
5
PGX icon
Invesco Preferred ETF
PGX
+$626K

Sector Composition

1 Technology 7.9%
2 Financials 5.73%
3 Industrials 4.69%
4 Consumer Staples 2.49%
5 Energy 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$565K 0.35%
9,199
+237
77
$564K 0.35%
14,396
+505
78
$562K 0.35%
5,786
+195
79
$559K 0.34%
+4,860
80
$558K 0.34%
2,055
-1
81
$556K 0.34%
3,643
+65
82
$548K 0.34%
1,556
-4
83
$530K 0.33%
3,180
+120
84
$523K 0.32%
3,341
+15
85
$514K 0.32%
6,218
-32
86
$513K 0.32%
8,376
+386
87
$507K 0.31%
4,441
-37
88
$490K 0.3%
8,376
+26
89
$483K 0.3%
2,559
+255
90
$482K 0.3%
25,434
-102
91
$476K 0.29%
1,868
+8
92
$472K 0.29%
18,562
+10
93
$467K 0.29%
+18,067
94
$466K 0.29%
56,602
-2,603
95
$464K 0.29%
4,971
+6
96
$461K 0.28%
4,030
+115
97
$460K 0.28%
7,792
-1,127
98
$459K 0.28%
2,008
+6
99
$458K 0.28%
4,457
100
$456K 0.28%
3,444
-1,118
2 3
4
5 6