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
$251M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.37M
3
+$1.14M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$842K
5
RDFI icon
Rareview Dynamic Fixed Income ETF
RDFI
+$697K

Top Sells

1
+$1.76M
2
+$1.3M
3
+$429K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$352K
5
GM icon
General Motors
GM
+$298K

Sector Composition

1 Technology 6.74%
2 Industrials 4.9%
3 Financials 4.39%
4 Energy 3.13%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$885K 0.35%
10,828
+775
77
$873K 0.35%
4,124
+89
78
$872K 0.35%
3,365
-16
79
$869K 0.35%
14,522
-2,515
80
$854K 0.34%
1,519
-61
81
$851K 0.34%
45,781
-1,826
82
$829K 0.33%
4,861
+160
83
$720K 0.29%
3,829
-666
84
$713K 0.28%
2,687
+4
85
$709K 0.28%
15,077
+523
86
$704K 0.28%
4,778
+514
87
$703K 0.28%
4,500
-44
88
$691K 0.28%
4,043
+92
89
$691K 0.28%
4,164
-510
90
$684K 0.27%
2,796
-95
91
$684K 0.27%
20,417
-2,066
92
$679K 0.27%
1,565
+21
93
$673K 0.27%
26,871
+6,393
94
$662K 0.26%
28,235
+2,334
95
$656K 0.26%
21,159
+5,888
96
$653K 0.26%
20,797
+1,349
97
$639K 0.25%
16,224
+828
98
$635K 0.25%
20,482
+670
99
$632K 0.25%
10,384
+555
100
$631K 0.25%
8,533
+677
2 3
4
5 6