IWN

Independent Wealth Network Portfolio holdings

AUM $337M
1-Year Est. Return 22.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$930K
3
+$901K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$715K
5
PKG icon
Packaging Corp of America
PKG
+$643K

Top Sells

1
+$1.38M
2
+$567K
3
+$459K
4
IBB icon
iShares Biotechnology ETF
IBB
+$426K
5
KSS icon
Kohl's
KSS
+$416K

Sector Composition

1 Technology 8.09%
2 Industrials 5.54%
3 Financials 3.43%
4 Consumer Discretionary 2.83%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.33%
10,994
+109
77
$1.01M 0.32%
58,886
+1,183
78
$1.01M 0.32%
13,478
+2,428
79
$994K 0.32%
8,815
+54
80
$993K 0.32%
14,734
-4,578
81
$993K 0.32%
28,598
+3,592
82
$967K 0.31%
1,044
-2
83
$966K 0.31%
3,973
+1,197
84
$962K 0.31%
18,999
+140
85
$947K 0.3%
165,785
-73,470
86
$932K 0.3%
29,903
+6,611
87
$928K 0.3%
19,527
+4,132
88
$908K 0.29%
+22,923
89
$882K 0.28%
4,445
-20
90
$865K 0.28%
8,587
-910
91
$863K 0.28%
1,527
-1
92
$841K 0.27%
9,275
+1,112
93
$829K 0.27%
25,966
-1,423
94
$828K 0.27%
17,694
+1,456
95
$819K 0.26%
2,787
-19
96
$805K 0.26%
6,892
+1,151
97
$795K 0.26%
2,411
+147
98
$786K 0.25%
20,796
+4,056
99
$783K 0.25%
8,584
+14
100
$780K 0.25%
28,904
+462
2 3
4
5 6