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
$166M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.11M
3
+$1.04M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$938K
5
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$789K

Top Sells

1
+$3.18M
2
+$1.51M
3
+$1.1M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$920K
5
AWF
AllianceBernstein Global High Income Fund
AWF
+$358K

Sector Composition

1 Technology 6.35%
2 Industrials 5.07%
3 Financials 3.91%
4 Energy 3.17%
5 Consumer Staples 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$560K 0.34%
10,520
+476
77
$556K 0.33%
2,094
-21
78
$556K 0.33%
7,169
-74
79
$556K 0.33%
+22,850
80
$542K 0.33%
42,656
-20,054
81
$541K 0.33%
7,464
+506
82
$541K 0.33%
5,522
+232
83
$535K 0.32%
2,194
-10
84
$530K 0.32%
5,426
-884
85
$521K 0.31%
+3,231
86
$521K 0.31%
967
-4
87
$488K 0.29%
41,502
-5,689
88
$485K 0.29%
27,759
+7,617
89
$482K 0.29%
4,270
-135
90
$478K 0.29%
6,367
-285
91
$467K 0.28%
24,362
+224
92
$467K 0.28%
4,848
-155
93
$465K 0.28%
13,538
+4,889
94
$458K 0.28%
10,895
+3,039
95
$455K 0.27%
+20,175
96
$452K 0.27%
28,313
-457
97
$451K 0.27%
12,752
-557
98
$451K 0.27%
1,019
-14
99
$447K 0.27%
6,402
-33
100
$437K 0.26%
18,172
+594
2 3
4
5 6