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
$190M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$753K
3
+$724K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$681K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$507K

Top Sells

1
+$455K
2
+$389K
3
+$320K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$315K
5
ROSC icon
Hartford Multifactor Small Cap ETF
ROSC
+$305K

Sector Composition

1 Technology 6.78%
2 Industrials 5.11%
3 Financials 3.56%
4 Energy 3.04%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$647K 0.34%
13,503
+66
77
$638K 0.34%
2,907
+17
78
$636K 0.33%
10,526
+2,434
79
$613K 0.32%
6,177
+179
80
$603K 0.32%
504
-1
81
$599K 0.32%
43,424
+426
82
$596K 0.31%
16,402
+750
83
$595K 0.31%
3,799
+206
84
$578K 0.3%
5,836
-750
85
$577K 0.3%
10,664
+86
86
$567K 0.3%
7,082
+131
87
$564K 0.3%
7,171
+1,704
88
$562K 0.3%
23,001
-4,894
89
$558K 0.29%
1,790
-110
90
$557K 0.29%
3,202
-30
91
$554K 0.29%
12,068
+2,930
92
$550K 0.29%
6,702
+134
93
$549K 0.29%
22,543
+8,917
94
$541K 0.28%
2,569
+628
95
$515K 0.27%
7,733
+2,222
96
$512K 0.27%
3,590
+1,047
97
$507K 0.27%
+8,095
98
$506K 0.27%
18,064
+7,793
99
$505K 0.27%
3,585
+346
100
$502K 0.26%
6,343
+134
2 3
4
5 6