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
$146M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.19M
3
+$1.1M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$604K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$362K

Top Sells

1
+$615K
2
+$538K
3
+$469K
4
JPM icon
JPMorgan Chase
JPM
+$400K
5
DIS icon
Walt Disney
DIS
+$279K

Sector Composition

1 Industrials 5.43%
2 Technology 4.91%
3 Energy 4.05%
4 Financials 3.61%
5 Consumer Staples 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$361K 0.25%
2,569
-4
102
$358K 0.25%
+6,029
103
$354K 0.24%
6,395
+24
104
$351K 0.24%
11,236
+1,371
105
$348K 0.24%
1,088
-58
106
$347K 0.24%
7,343
+32
107
$345K 0.24%
1,918
+14
108
$343K 0.23%
6,969
-119
109
$340K 0.23%
1,431
-9
110
$338K 0.23%
1,685
+6
111
$337K 0.23%
9,451
+1
112
$332K 0.23%
4,777
+40
113
$331K 0.23%
7,547
-47
114
$326K 0.22%
18,161
-1,098
115
$325K 0.22%
5,421
+117
116
$324K 0.22%
1,926
+10
117
$320K 0.22%
8,115
-32
118
$319K 0.22%
2,273
+121
119
$316K 0.22%
3,171
-126
120
$314K 0.21%
3,827
+255
121
$312K 0.21%
14,019
+93
122
$311K 0.21%
9,000
-625
123
$311K 0.21%
4,309
-846
124
$308K 0.21%
+1,618
125
$302K 0.21%
1,133
-242
3 4
5
6 7