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
$156M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$675K
3
+$550K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$470K
5
MCN
Madison Covered Call & Equity Strategy Fund
MCN
+$361K

Top Sells

1
+$1.2M
2
+$439K
3
+$417K
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$290K
5
NSC icon
Norfolk Southern
NSC
+$285K

Sector Composition

1 Technology 5.93%
2 Industrials 4.73%
3 Energy 3.57%
4 Financials 3.54%
5 Consumer Staples 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$498K 0.32%
6,958
+155
77
$482K 0.31%
971
+100
78
$477K 0.31%
2,204
+15
79
$476K 0.3%
6,652
-177
80
$475K 0.3%
2,115
+684
81
$465K 0.3%
2,917
+388
82
$452K 0.29%
10,007
-3,242
83
$450K 0.29%
5,003
+17
84
$448K 0.29%
13,309
+12
85
$447K 0.29%
24,138
+343
86
$444K 0.28%
3,439
-99
87
$439K 0.28%
6,611
-21
88
$439K 0.28%
4,170
-5
89
$434K 0.28%
2,229
+311
90
$429K 0.27%
17,578
-1,236
91
$429K 0.27%
5,319
-48
92
$422K 0.27%
1,949
+264
93
$415K 0.27%
6,435
-62
94
$410K 0.26%
10,156
-1,080
95
$409K 0.26%
8,545
-323
96
$407K 0.26%
2,573
+4
97
$400K 0.26%
10,703
+1,703
98
$398K 0.25%
1,033
-55
99
$392K 0.25%
5,773
-111
100
$390K 0.25%
45,082
+1,046
2 3
4
5 6