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
$190M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$753K
3
+$724K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$681K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$507K

Top Sells

1
+$455K
2
+$389K
3
+$320K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$315K
5
ROSC icon
Hartford Multifactor Small Cap ETF
ROSC
+$305K

Sector Composition

1 Technology 6.78%
2 Industrials 5.11%
3 Financials 3.56%
4 Energy 3.04%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$499K 0.26%
6,043
-176
102
$490K 0.26%
3,858
-1
103
$489K 0.26%
6,819
+3,029
104
$488K 0.26%
2,541
+1,155
105
$488K 0.26%
9,702
+433
106
$485K 0.26%
4,906
+2,315
107
$480K 0.25%
12,300
+2,211
108
$478K 0.25%
23,939
-937
109
$473K 0.25%
3,478
+245
110
$471K 0.25%
10,310
+114
111
$470K 0.25%
8,036
+31
112
$467K 0.25%
24,837
-1,119
113
$443K 0.23%
18,272
-30
114
$439K 0.23%
26,167
-1,783
115
$436K 0.23%
12,310
-937
116
$432K 0.23%
4,135
-62
117
$429K 0.23%
32,382
+17,374
118
$424K 0.22%
1,626
+322
119
$423K 0.22%
4,616
-57
120
$414K 0.22%
5,851
+2
121
$413K 0.22%
1,504
-191
122
$403K 0.21%
10,680
+2,001
123
$400K 0.21%
10,562
-380
124
$393K 0.21%
7,507
+39
125
$390K 0.2%
16,492
+2
3 4
5
6 7