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
$162M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$1.73M
3
+$1.59M
4
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$745K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$705K

Top Sells

1
+$2.17M
2
+$2.03M
3
+$1.29M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.13M
5
PGX icon
Invesco Preferred ETF
PGX
+$626K

Sector Composition

1 Technology 7.9%
2 Financials 5.73%
3 Industrials 4.69%
4 Consumer Staples 2.49%
5 Energy 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$456K 0.28%
9,050
+9
102
$456K 0.28%
8,982
+1,600
103
$454K 0.28%
1,610
+32
104
$452K 0.28%
7,795
+157
105
$446K 0.27%
21,784
+1,928
106
$446K 0.27%
3,080
+20
107
$441K 0.27%
2,849
-155
108
$431K 0.27%
4,667
-210
109
$428K 0.26%
23,515
+2,841
110
$418K 0.26%
19,945
111
$410K 0.25%
5,500
+26
112
$403K 0.25%
+17,430
113
$395K 0.24%
863
+18
114
$391K 0.24%
2,258
+35
115
$376K 0.23%
14,704
+2,760
116
$376K 0.23%
21,189
+1,167
117
$372K 0.23%
7,189
+262
118
$371K 0.23%
5,870
+263
119
$365K 0.22%
7,018
+256
120
$357K 0.22%
14,359
-20
121
$352K 0.22%
1,184
-1
122
$351K 0.22%
11,950
+1,520
123
$351K 0.22%
5,927
+114
124
$348K 0.21%
840
+6
125
$347K 0.21%
3,537
+115
3 4
5
6 7