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
$128M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$980K
2
+$615K
3
+$343K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$294K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$271K

Top Sells

1
+$1.35M
2
+$1.23M
3
+$832K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$786K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$786K

Sector Composition

1 Technology 5.22%
2 Industrials 4.24%
3 Financials 3.91%
4 Energy 3.75%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$343K 0.27%
5,853
-206
102
$343K 0.27%
6,371
-69
103
$341K 0.27%
5,155
+1,576
104
$339K 0.26%
1,916
-72
105
$338K 0.26%
3,297
-113
106
$337K 0.26%
3,917
-36
107
$335K 0.26%
41,370
-1,267
108
$330K 0.26%
2,573
-127
109
$330K 0.26%
4,586
-1,677
110
$328K 0.26%
1,679
+22
111
$326K 0.25%
4,737
+456
112
$325K 0.25%
1,904
+16
113
$323K 0.25%
7,311
+30
114
$322K 0.25%
7,594
+733
115
$309K 0.24%
7,062
-189
116
$309K 0.24%
8,147
+559
117
$306K 0.24%
9,450
-1,055
118
$304K 0.24%
7,088
+662
119
$303K 0.24%
3,572
-56
120
$303K 0.24%
9,625
+2,246
121
$300K 0.23%
19,259
-615
122
$295K 0.23%
1,440
-72
123
$286K 0.22%
4,105
+18
124
$284K 0.22%
852
+2
125
$284K 0.22%
5,761
+1,102
3 4
5
6 7