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
$158M
AUM Growth
-$4.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.13M
3
+$1.61M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.51M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.48M

Top Sells

1
+$2.9M
2
+$2.12M
3
+$1.84M
4
BND icon
Vanguard Total Bond Market
BND
+$1.77M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.72M

Sector Composition

1 Technology 6.59%
2 Industrials 5.17%
3 Financials 4.89%
4 Energy 3.57%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$556K 0.35%
1,534
-1,156
77
$548K 0.35%
7,096
-262
78
$547K 0.35%
14,817
+421
79
$546K 0.35%
5,966
+180
80
$545K 0.35%
9,283
+84
81
$539K 0.34%
14,025
-2,100
82
$531K 0.34%
7,221
-66
83
$511K 0.32%
2,111
+56
84
$509K 0.32%
1,221
+358
85
$505K 0.32%
21,693
+4,263
86
$496K 0.31%
3,806
+163
87
$494K 0.31%
858
+283
88
$492K 0.31%
4,442
-15
89
$489K 0.31%
6,397
+2,062
90
$483K 0.31%
3,522
+673
91
$478K 0.3%
2,008
92
$464K 0.29%
20,327
+382
93
$461K 0.29%
6,151
-67
94
$460K 0.29%
4,266
+236
95
$452K 0.29%
3,421
-11,024
96
$444K 0.28%
24,738
-696
97
$439K 0.28%
8,046
+251
98
$439K 0.28%
2,214
-979
99
$438K 0.28%
4,966
+299
100
$428K 0.27%
6,257
+757
2 3
4
5 6