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
$163M
AUM Growth
-$3.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$580K
3
+$563K
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$540K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$455K

Top Sells

1
+$3.21M
2
+$1.04M
3
+$945K
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$455K
5
NEE icon
NextEra Energy
NEE
+$345K

Sector Composition

1 Technology 5.84%
2 Industrials 5.32%
3 Energy 3.66%
4 Financials 3.31%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$420K 0.26%
8,005
+31
102
$420K 0.26%
27,950
-363
103
$418K 0.26%
10,196
-699
104
$418K 0.26%
8,092
-128
105
$406K 0.25%
5,467
-37
106
$405K 0.25%
4,997
+131
107
$401K 0.25%
9,138
+207
108
$395K 0.24%
3,233
-16
109
$389K 0.24%
1,941
+75
110
$388K 0.24%
6,877
+190
111
$387K 0.24%
4,197
-651
112
$379K 0.23%
5,849
-630
113
$377K 0.23%
4,673
-545
114
$376K 0.23%
10,942
-1,810
115
$368K 0.23%
5,080
+245
116
$364K 0.22%
28,830
+669
117
$359K 0.22%
7,103
+178
118
$353K 0.22%
10,089
-45
119
$350K 0.22%
5,511
-88
120
$346K 0.21%
2,323
-26
121
$342K 0.21%
16,490
+346
122
$334K 0.21%
3,539
-150
123
$333K 0.2%
2,543
+10
124
$330K 0.2%
9,269
-85
125
$320K 0.2%
3,420
-4
3 4
5
6 7