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IWN
Independent Wealth Network Portfolio holdings
AUM
$393M
1-Year Est. Return
30.08%
This Fund
S&P 500
This Quarter
Est. Return
-1.33%
1 Year Est. Return
+30.08%
3 Year Est. Return
+75.12%
5 Year Est. Return
+82.77%
10 Year Est. Return
–
AUM
$153M
AUM Growth
–
Cap. Flow
+$149M
Cap. Flow
% of AUM
97.49%
Top 10 Holdings %
Top 10 Hldgs %
28.02%
Holding
204
New
204
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$7.42M |
| 2 |
Caterpillar
CAT
|
+$5.43M |
| 3 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$4.63M |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$4.62M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$4.08M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.3% |
| 2 | Industrials | 4.87% |
| 3 | Financials | 3.77% |
| 4 | Communication Services | 2.53% |
| 5 | Energy | 2.44% |
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Independent Wealth Network's Q3 2021 Portfolio in Review
Q3 2021 is the first quarter with a 13F filing on record for Independent Wealth Network, which disclosed 204 positions worth $153M. Its ten largest holdings account for 28% of the portfolio.
Its largest position is State Street SPDR Portfolio S&P 500 Growth ETF: 112,311 shares worth $7.93M.
By sector, the portfolio is most concentrated in Technology at 5.3% of assets, followed by Industrials and Financials.
- Independent Wealth Network's largest Q3 2021 buy was State Street SPDR Portfolio S&P 500 Growth ETF: 112,311 shares worth $7.93M.
- Independent Wealth Network's ten largest holdings make up 28% of its $153M portfolio in Q3 2021.
- Independent Wealth Network disclosed 204 positions in Q3 2021, its first 13F filing on record.
Based on Independent Wealth Network's 13F filing for Q3 2021, filed 4 Nov 2021.