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
$166M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.11M
3
+$1.04M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$938K
5
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$789K

Top Sells

1
+$3.18M
2
+$1.51M
3
+$1.1M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$920K
5
AWF
AllianceBernstein Global High Income Fund
AWF
+$358K

Sector Composition

1 Technology 6.35%
2 Industrials 5.07%
3 Financials 3.91%
4 Energy 3.17%
5 Consumer Staples 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$434K 0.26%
7,974
+604
102
$432K 0.26%
6,479
-132
103
$429K 0.26%
5,218
-101
104
$420K 0.25%
5,504
+1,032
105
$416K 0.25%
8,220
-325
106
$413K 0.25%
3,249
-190
107
$410K 0.25%
4,165
-5
108
$409K 0.25%
4,866
+100
109
$406K 0.24%
26,490
+178
110
$403K 0.24%
2,533
-40
111
$403K 0.24%
6,687
+148
112
$398K 0.24%
8,931
+1,797
113
$398K 0.24%
11,267
+4,873
114
$379K 0.23%
8,582
-1,574
115
$375K 0.23%
3,249
-347
116
$372K 0.22%
5,599
-174
117
$369K 0.22%
10,134
-569
118
$368K 0.22%
3,689
-217
119
$364K 0.22%
3,007
+323
120
$363K 0.22%
44,624
-458
121
$360K 0.22%
6,925
-101
122
$359K 0.22%
4,835
+318
123
$354K 0.21%
28,161
+4,332
124
$354K 0.21%
16,144
+2,350
125
$347K 0.21%
+11,154
3 4
5
6 7