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
$139M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$1.27M
3
+$469K
4
BND icon
Vanguard Total Bond Market
BND
+$351K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$335K

Top Sells

1
+$2.65M
2
+$1.36M
3
+$913K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$761K
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$436K

Sector Composition

1 Technology 5.2%
2 Industrials 4.44%
3 Financials 4.18%
4 Energy 3.4%
5 Consumer Staples 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$448K 0.32%
7,022
-74
77
$447K 0.32%
7,201
-932
78
$445K 0.32%
7,119
-102
79
$444K 0.32%
5,305
-380
80
$442K 0.32%
2,109
-2
81
$441K 0.32%
4,451
+9
82
$436K 0.31%
21,149
-544
83
$431K 0.31%
3,668
-138
84
$430K 0.31%
13,836
-981
85
$429K 0.31%
5,598
-368
86
$425K 0.31%
10,657
+1,223
87
$420K 0.3%
9,178
-105
88
$419K 0.3%
6,059
-92
89
$417K 0.3%
15,597
+7,830
90
$417K 0.3%
28,011
+3,273
91
$408K 0.29%
2,204
-10
92
$407K 0.29%
1,988
-20
93
$392K 0.28%
3,410
-11
94
$385K 0.28%
7,588
-30
95
$384K 0.28%
4,151
-115
96
$382K 0.28%
1,364
-170
97
$381K 0.27%
2,700
+20
98
$380K 0.27%
7,251
-617
99
$377K 0.27%
4,958
-8
100
$370K 0.27%
771
-87
2 3
4
5 6