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
$158M
AUM Growth
-$4.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.13M
3
+$1.61M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.51M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.48M

Top Sells

1
+$2.9M
2
+$2.12M
3
+$1.84M
4
BND icon
Vanguard Total Bond Market
BND
+$1.77M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.72M

Sector Composition

1 Technology 6.59%
2 Industrials 5.17%
3 Financials 4.89%
4 Energy 3.57%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$419K 0.27%
1,880
+12
102
$417K 0.26%
4,925
-46
103
$413K 0.26%
21,303
+114
104
$412K 0.26%
16,624
-1,938
105
$407K 0.26%
7,868
+76
106
$403K 0.26%
7,252
-1,124
107
$401K 0.25%
1,614
+4
108
$394K 0.25%
+3,684
109
$390K 0.25%
3,605
+1,259
110
$390K 0.25%
1,562
+6
111
$388K 0.25%
7,618
+600
112
$385K 0.24%
5,037
+919
113
$385K 0.24%
14,110
+2,160
114
$381K 0.24%
2,740
-340
115
$377K 0.24%
14,279
-80
116
$374K 0.24%
+2,306
117
$373K 0.24%
2,680
-683
118
$373K 0.24%
3,224
+665
119
$362K 0.23%
39,248
+5,995
120
$360K 0.23%
6,375
+448
121
$359K 0.23%
5,855
-15
122
$356K 0.23%
7,277
+88
123
$353K 0.22%
850
+3
124
$345K 0.22%
25,117
+1,602
125
$342K 0.22%
14,446
-258
3 4
5
6 7