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
$153M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$5.31M
3
+$4.79M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$4.57M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$4.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.3%
2 Industrials 4.87%
3 Financials 3.78%
4 Communication Services 2.54%
5 Energy 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$449K 0.29%
+3,060
102
$447K 0.29%
+4,877
103
$441K 0.29%
+2,002
104
$441K 0.29%
+7,638
105
$432K 0.28%
+5,474
106
$429K 0.28%
+19,945
107
$426K 0.28%
+4,135
108
$423K 0.28%
+4,965
109
$404K 0.26%
+19,856
110
$400K 0.26%
+8,919
111
$385K 0.25%
+1,986
112
$379K 0.25%
+14,379
113
$375K 0.25%
+7,382
114
$375K 0.25%
+2,223
115
$372K 0.24%
+845
116
$359K 0.23%
+6,927
117
$358K 0.23%
+5,813
118
$358K 0.23%
+6,762
119
$356K 0.23%
+18,150
120
$354K 0.23%
+20,022
121
$352K 0.23%
+700
122
$346K 0.23%
+5,607
123
$341K 0.22%
+1,185
124
$340K 0.22%
+5,783
125
$335K 0.22%
+3,508
3 4
5
6 7