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
$163M
AUM Growth
-$3.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$580K
3
+$563K
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$540K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$455K

Top Sells

1
+$3.21M
2
+$1.04M
3
+$945K
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$455K
5
NEE icon
NextEra Energy
NEE
+$345K

Sector Composition

1 Technology 5.84%
2 Industrials 5.32%
3 Energy 3.66%
4 Financials 3.31%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$563K 0.35%
+26,872
77
$563K 0.35%
505
78
$563K 0.35%
2,890
+56
79
$560K 0.34%
3,593
-11
80
$558K 0.34%
46,116
+4,614
81
$543K 0.33%
15,652
+4,385
82
$540K 0.33%
10,578
+58
83
$520K 0.32%
4,103
-167
84
$512K 0.31%
6,951
-12,835
85
$499K 0.31%
7,241
-223
86
$497K 0.31%
3,232
+1
87
$490K 0.3%
24,876
+514
88
$485K 0.3%
1,900
-194
89
$483K 0.3%
6,568
-601
90
$477K 0.29%
6,219
-183
91
$460K 0.28%
1,695
-499
92
$455K 0.28%
+7,900
93
$449K 0.28%
6,209
-158
94
$445K 0.27%
3,859
-306
95
$445K 0.27%
13,247
-291
96
$438K 0.27%
18,302
+130
97
$438K 0.27%
25,956
-1,803
98
$431K 0.27%
26,945
+455
99
$427K 0.26%
50,804
+6,180
100
$427K 0.26%
3,239
+232
2 3
4
5 6