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
$215M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.44M
3
+$640K
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$538K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$490K

Top Sells

1
+$2.44M
2
+$2.27M
3
+$796K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$683K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$592K

Sector Composition

1 Technology 7.61%
2 Industrials 5.45%
3 Financials 3.48%
4 Energy 3.14%
5 Consumer Discretionary 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$778K 0.36%
4,233
-81
77
$759K 0.35%
9,694
+74
78
$746K 0.35%
11,531
+335
79
$739K 0.34%
4,029
+116
80
$710K 0.33%
19,582
+2,961
81
$705K 0.33%
31,230
-906
82
$703K 0.33%
4,807
+26
83
$699K 0.33%
2,796
-5
84
$668K 0.31%
46,655
+8,099
85
$659K 0.31%
2,869
-48
86
$640K 0.3%
+9,155
87
$621K 0.29%
12,575
-308
88
$616K 0.29%
3,382
+368
89
$614K 0.29%
25,133
+1,160
90
$614K 0.29%
678
+215
91
$599K 0.28%
504
92
$596K 0.28%
5,732
-9
93
$595K 0.28%
8,260
+158
94
$593K 0.28%
1,555
+128
95
$591K 0.28%
6,091
-233
96
$588K 0.27%
3,231
+30
97
$588K 0.27%
6,996
-18
98
$577K 0.27%
22,701
99
$576K 0.27%
8,871
+736
100
$576K 0.27%
10,791
+46
2 3
4
5 6