IWN
Independent Wealth Network Portfolio holdings
AUM
$275M
This Quarter Return
-1.32%
1 Year Return
+15.48%
3 Year Return
+51.37%
5 Year Return
–
10 Year Return
–
AUM
$153M
AUM Growth
–
Cap. Flow
+$153M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.06%
Holding
194
New
194
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$7.94M |
| 2 |
Caterpillar
CAT
|
$5.31M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$4.79M |
| 4 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$4.57M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$4.31M |
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% |
