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
$213M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$2.07M
3
+$1.52M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$820K
5
HON icon
Honeywell
HON
+$768K

Top Sells

1
+$746K
2
+$652K
3
+$502K
4
CSCO icon
Cisco
CSCO
+$483K
5
AMT icon
American Tower
AMT
+$320K

Sector Composition

1 Technology 6.61%
2 Industrials 6.61%
3 Financials 3.64%
4 Energy 3.18%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$750K 0.35%
2,113
+7
77
$732K 0.34%
32,136
-166
78
$730K 0.34%
2,801
+84
79
$718K 0.34%
45,643
+2,219
80
$718K 0.34%
11,196
+670
81
$703K 0.33%
3,113
+572
82
$688K 0.32%
2,917
+10
83
$683K 0.32%
7,220
+2,314
84
$646K 0.3%
12,883
-620
85
$621K 0.29%
5,741
-95
86
$619K 0.29%
6,324
+147
87
$615K 0.29%
504
88
$608K 0.29%
16,621
+219
89
$601K 0.28%
7,014
-68
90
$598K 0.28%
3,201
-1
91
$596K 0.28%
1,717
-73
92
$596K 0.28%
3,913
+328
93
$591K 0.28%
23,973
+1,430
94
$591K 0.28%
6,683
-19
95
$582K 0.27%
3,014
+1,388
96
$578K 0.27%
10,745
+81
97
$578K 0.27%
22,701
-300
98
$577K 0.27%
6,328
-15
99
$573K 0.27%
38,556
+6,174
100
$568K 0.27%
7,121
-50
2 3
4
5 6