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
$146M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.19M
3
+$1.1M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$604K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$362K

Top Sells

1
+$615K
2
+$538K
3
+$469K
4
JPM icon
JPMorgan Chase
JPM
+$400K
5
DIS icon
Walt Disney
DIS
+$279K

Sector Composition

1 Industrials 5.43%
2 Technology 4.91%
3 Energy 4.05%
4 Financials 3.61%
5 Consumer Staples 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$447K 0.31%
6,803
-11
77
$442K 0.3%
39,495
+6,204
78
$439K 0.3%
4,122
+194
79
$438K 0.3%
4,986
-50
80
$436K 0.3%
6,632
-246
81
$427K 0.29%
3,849
-68
82
$425K 0.29%
18,898
+2,668
83
$422K 0.29%
13,297
+74
84
$421K 0.29%
5,367
+34
85
$417K 0.28%
20,705
+255
86
$416K 0.28%
23,795
+778
87
$415K 0.28%
4,175
-546
88
$409K 0.28%
27,165
-1,464
89
$409K 0.28%
16,693
-451
90
$409K 0.28%
2,529
-42
91
$398K 0.27%
871
+95
92
$391K 0.27%
8,868
+41
93
$383K 0.26%
4,050
-20
94
$381K 0.26%
5,884
+31
95
$380K 0.26%
4,742
-186
96
$378K 0.26%
7,379
+317
97
$377K 0.26%
44,036
+2,666
98
$375K 0.26%
4,482
-209
99
$374K 0.26%
8,013
-1,694
100
$365K 0.25%
852
2 3
4
5 6