IWN
Independent Wealth Network Portfolio holdings
AUM $251M
AUM
$251M
AUM Growth
+$4.24M (+2%)
Cap. Flow
+$11.8M
Cap. Flow % of AUM
4.72%
Top 10 Holdings %Top 10 Hldgs %
27.26%
Holding
254
New
18
Increased
132
Reduced
89
Closed
9
Top Buys
| 1 | $1.6M | |
| 2 | $1.37M | |
| 3 | $1.14M | |
| 4 | $842K | |
| 5 | $697K |
Top Sells
| 1 | $1.3M | |
| 2 | $429K | |
| 3 | $352K | |
| 4 | $186K | |
| 5 | $175K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $627K | 0.25% | 231,432 +14,459 | +7% | +$39.2K | |||
| $625K | 0.25% | 16,971 +1,176 | +7% | +$43.3K | |||
| $624K | 0.25% | 12,285 -395 | -3% | -$20.1K | |||
| $613K | 0.24% | 511 +8 | +2% | +$9.6K | |||
| $610K | 0.24% | 6,168 +2,234 | +57% | +$221K | |||
| $610K | 0.24% | 6,806 -119 | -2% | -$10.7K | |||
| $610K | 0.24% | 13,529 -116 | -0.9% | -$5.23K | |||
| $597K | 0.24% | 5,296 -95 | -2% | -$10.7K | |||
| $586K | 0.23% | 6,345 -252 | -4% | -$23.3K | |||
| $584K | 0.23% | 12,675 -265 | -2% | -$12.2K | |||
| $582K | 0.23% | 5,679 +139 | +3% | +$14.2K | |||
| $577K | 0.23% | 1,651 -24 | -1% | -$8.38K | |||
| $575K | 0.23% | 8,449 +27 | +0.3% | +$1.84K | |||
| $570K | 0.23% | 5,127 -200 | -4% | -$22.2K | |||
| $567K | 0.23% | 6,785 -137 | -2% | -$11.5K | |||
| $557K | 0.22% | 22,238 +2,000 | +10% | +$50.1K | |||
| $556K | 0.22% | 67,937 +33,885 | +100% | +$277K | |||
| $549K | 0.22% | 7,977 +322 | +4% | +$22.2K | |||
| $546K | 0.22% | 34,307 +2,859 | +9% | +$45.5K | |||
| $534K | 0.21% | 9,350 +420 | +5% | +$24K | |||
| $530K | 0.21% | 24,261 +559 | +2% | +$12.2K | |||
| $530K | 0.21% | 25,300 +672 | +3% | +$14.1K | |||
| $528K | 0.21% | 11,630 -103 | -0.9% | -$4.67K | |||
| $518K | 0.21% | 4,280 +72 | +2% | +$8.72K | |||
| $510K | 0.2% | 10,128 | – | – |
