IWN

Independent Wealth Network Portfolio holdings

AUM $327M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$604K
3
+$595K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$569K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$558K

Top Sells

1
+$1.85M
2
+$1.33M
3
+$913K
4
FLRT icon
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
+$513K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$368K

Sector Composition

1 Technology 7.93%
2 Industrials 5.16%
3 Financials 3.9%
4 Consumer Discretionary 2.83%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$980K 0.36%
4,208
+84
77
$973K 0.35%
10,885
+57
78
$969K 0.35%
1,561
+42
79
$955K 0.35%
9,497
+18
80
$948K 0.34%
18,859
+720
81
$944K 0.34%
8,761
+150
82
$884K 0.32%
4,984
+484
83
$836K 0.3%
25,006
+3,847
84
$800K 0.29%
27,389
+518
85
$798K 0.29%
2,806
+10
86
$780K 0.28%
1,528
-37
87
$749K 0.27%
28,442
+207
88
$745K 0.27%
11,050
+666
89
$739K 0.27%
2,680
-7
90
$735K 0.27%
38,260
+3,953
91
$727K 0.26%
21,062
+580
92
$724K 0.26%
15,395
+318
93
$710K 0.26%
9,340
+3,245
94
$708K 0.26%
8,570
+37
95
$700K 0.25%
19,850
-567
96
$700K 0.25%
20,660
-137
97
$695K 0.25%
5,190
-40
98
$694K 0.25%
16,238
+14
99
$678K 0.25%
23,292
+3,935
100
$672K 0.24%
4,050
+7
2 3
4
5 6