IWN
Independent Wealth Network Portfolio holdings
AUM
$275M
This Quarter Return
+7.43%
1 Year Return
+15.48%
3 Year Return
+51.37%
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$162M
(+6%)
Cap. Flow
+$8.03M
Cap. Flow
% of AUM
4.96%
Top 10 Holdings %
Top 10 Hldgs %
27.56%
Holding
219
New
25
Increased
131
Reduced
44
Closed
10
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$3.61M |
| 2 |
Microsoft
MSFT
|
$1.73M |
| 3 |
Cisco
CSCO
|
$1.59M |
| 4 |
WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL
|
$745K |
| 5 |
Real Estate Select Sector SPDR Fund
XLRE
|
$705K |
Top Sells
| 1 |
Vanguard Mid-Cap ETF
VO
|
$2.17M |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.03M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.29M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$1.13M |
| 5 |
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% |
