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
$226M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.61M
3
+$1.8M
4
RDFI icon
Rareview Dynamic Fixed Income ETF
RDFI
+$1.03M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$572K

Top Sells

1
+$3.48M
2
+$2.52M
3
+$1.9M
4
HTAB icon
Hartford Schroders Tax-Aware Bond ETF
HTAB
+$1.38M
5
EFR
Eaton Vance Senior Floating-Rate Fund
EFR
+$1.1M

Sector Composition

1 Technology 7.26%
2 Industrials 6.07%
3 Financials 3.62%
4 Energy 3.03%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$770K 0.34%
4,752
-55
77
$762K 0.34%
20,064
+7,226
78
$741K 0.33%
35,117
+820
79
$727K 0.32%
45,271
-2,879
80
$726K 0.32%
2,716
-80
81
$706K 0.31%
20,589
+3,721
82
$701K 0.31%
2,878
+9
83
$688K 0.3%
4,118
+89
84
$688K 0.3%
25,364
+231
85
$685K 0.3%
12,963
+388
86
$674K 0.3%
28,757
-2,473
87
$666K 0.29%
752
+74
88
$659K 0.29%
30,544
+13,335
89
$648K 0.29%
3,977
+308
90
$646K 0.29%
504
91
$643K 0.28%
8,200
-60
92
$637K 0.28%
5,562
-170
93
$628K 0.28%
6,918
-78
94
$617K 0.27%
16,964
+2,000
95
$613K 0.27%
22,701
96
$610K 0.27%
5,453
-141
97
$607K 0.27%
3,081
-150
98
$606K 0.27%
5,984
-107
99
$603K 0.27%
30,559
+5,282
100
$603K 0.27%
19,085
+515
2 3
4
5 6