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
$246M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.65M
3
+$1.62M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.59M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.38M

Top Sells

1
+$2.61M
2
+$1.17M
3
+$674K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$540K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$496K

Sector Composition

1 Technology 7.91%
2 Industrials 5.01%
3 Financials 3.69%
4 Consumer Discretionary 3.08%
5 Energy 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$894K 0.36%
10,441
+917
77
$891K 0.36%
18,403
+1,092
78
$889K 0.36%
7,200
+3,903
79
$875K 0.36%
11,747
+51
80
$865K 0.35%
4,544
+426
81
$832K 0.34%
4,701
+1,226
82
$806K 0.33%
22,483
+5,519
83
$760K 0.31%
10,053
+344
84
$734K 0.3%
2,891
+13
85
$692K 0.28%
4,264
+287
86
$676K 0.27%
4,674
-78
87
$670K 0.27%
14,554
+4,919
88
$669K 0.27%
3,951
-347
89
$644K 0.26%
216,973
+123,993
90
$644K 0.26%
+9,829
91
$628K 0.25%
19,448
+363
92
$623K 0.25%
2,683
+54
93
$622K 0.25%
13,645
-9,179
94
$621K 0.25%
5,391
-171
95
$618K 0.25%
25,901
+537
96
$613K 0.25%
12,388
-3,176
97
$612K 0.25%
1,544
-22
98
$608K 0.25%
6,925
+7
99
$606K 0.25%
12,680
-283
100
$602K 0.24%
8,422
+155
2 3
4
5 6