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
$156M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$675K
3
+$550K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$470K
5
MCN
Madison Covered Call & Equity Strategy Fund
MCN
+$361K

Top Sells

1
+$1.2M
2
+$439K
3
+$417K
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$290K
5
NSC icon
Norfolk Southern
NSC
+$285K

Sector Composition

1 Technology 5.93%
2 Industrials 4.73%
3 Energy 3.57%
4 Financials 3.54%
5 Consumer Staples 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$384K 0.25%
4,766
+24
102
$383K 0.24%
3,596
-253
103
$378K 0.24%
6,539
+144
104
$378K 0.24%
3,906
-144
105
$372K 0.24%
7,370
+27
106
$368K 0.24%
7,026
+57
107
$366K 0.23%
1,909
-17
108
$365K 0.23%
4,734
+252
109
$362K 0.23%
15,419
-1,274
110
$361K 0.23%
+45,407
111
$352K 0.23%
852
112
$349K 0.22%
10,865
+817
113
$345K 0.22%
18,254
+93
114
$343K 0.22%
5,147
-274
115
$337K 0.22%
3,885
+58
116
$336K 0.21%
1,581
-37
117
$336K 0.21%
9,371
-80
118
$329K 0.21%
2,381
+108
119
$329K 0.21%
4,517
+208
120
$328K 0.21%
3,081
-90
121
$327K 0.21%
3,205
+1
122
$325K 0.21%
4,472
-305
123
$325K 0.21%
20,142
-7,023
124
$324K 0.21%
9,903
+1,785
125
$322K 0.21%
7,856
+1,385
3 4
5
6 7