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
$139M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$1.27M
3
+$469K
4
BND icon
Vanguard Total Bond Market
BND
+$351K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$335K

Top Sells

1
+$2.65M
2
+$1.36M
3
+$913K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$761K
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$436K

Sector Composition

1 Technology 5.2%
2 Industrials 4.44%
3 Financials 4.18%
4 Energy 3.4%
5 Consumer Staples 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$369K 0.27%
3,707
+23
102
$364K 0.26%
4,694
-231
103
$360K 0.26%
3,953
+213
104
$357K 0.26%
42,637
+3,389
105
$356K 0.26%
10,505
-3,520
106
$355K 0.26%
3,123
+491
107
$351K 0.25%
1,074
-147
108
$349K 0.25%
6,440
+183
109
$342K 0.25%
6,186
+2,662
110
$339K 0.24%
1,512
-50
111
$338K 0.24%
7,281
+29
112
$335K 0.24%
+14,023
113
$334K 0.24%
19,874
-1,429
114
$331K 0.24%
1,888
+8
115
$326K 0.23%
1,657
+43
116
$323K 0.23%
2,960
+220
117
$321K 0.23%
5,789
-66
118
$318K 0.23%
2,079
-227
119
$318K 0.23%
+3,166
120
$314K 0.23%
6,426
+51
121
$310K 0.22%
25,093
+4,310
122
$302K 0.22%
14,238
-41
123
$299K 0.22%
6,861
-416
124
$297K 0.21%
4,281
+392
125
$295K 0.21%
3,120
-402
3 4
5
6 7