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
$128M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$980K
2
+$615K
3
+$343K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$294K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$271K

Top Sells

1
+$1.35M
2
+$1.23M
3
+$832K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$786K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$786K

Sector Composition

1 Technology 5.22%
2 Industrials 4.24%
3 Financials 3.91%
4 Energy 3.75%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$414K 0.32%
3,539
-129
77
$412K 0.32%
3,928
-6,876
78
$404K 0.32%
5,036
-269
79
$404K 0.32%
28,629
+618
80
$401K 0.31%
2,958
-1
81
$399K 0.31%
4,371
-80
82
$397K 0.31%
6,878
-323
83
$396K 0.31%
33,291
+8,198
84
$392K 0.31%
4,292
+1,126
85
$390K 0.3%
23,017
-5,526
86
$388K 0.3%
5,333
-265
87
$387K 0.3%
20,450
-699
88
$386K 0.3%
13,223
-613
89
$383K 0.3%
8,827
-351
90
$382K 0.3%
6,814
-305
91
$372K 0.29%
9,865
-792
92
$368K 0.29%
4,691
-3
93
$367K 0.29%
1,375
+11
94
$366K 0.29%
776
+5
95
$361K 0.28%
6,431
+245
96
$357K 0.28%
16,230
+3,920
97
$356K 0.28%
4,928
-30
98
$355K 0.28%
4,070
-81
99
$352K 0.28%
1,146
+72
100
$345K 0.27%
2,571
+492
2 3
4
5 6