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
$213M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$2.07M
3
+$1.52M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$820K
5
HON icon
Honeywell
HON
+$768K

Top Sells

1
+$746K
2
+$652K
3
+$502K
4
CSCO icon
Cisco
CSCO
+$483K
5
AMT icon
American Tower
AMT
+$320K

Sector Composition

1 Technology 6.61%
2 Industrials 6.61%
3 Financials 3.64%
4 Energy 3.18%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$563K 0.26%
2,615
+46
102
$562K 0.26%
12,157
+89
103
$559K 0.26%
5,073
-4,553
104
$559K 0.26%
3,650
+60
105
$554K 0.26%
+11,653
106
$551K 0.26%
8,583
+547
107
$550K 0.26%
13,108
+2,428
108
$549K 0.26%
8,102
+369
109
$548K 0.26%
+18,649
110
$536K 0.25%
8,135
+40
111
$525K 0.25%
18,732
+668
112
$525K 0.25%
3,827
+349
113
$522K 0.24%
10,383
+5,512
114
$504K 0.24%
5,867
-176
115
$502K 0.24%
3,758
-100
116
$491K 0.23%
10,076
-234
117
$490K 0.23%
11,657
-643
118
$483K 0.23%
7,460
+641
119
$477K 0.22%
13,179
+869
120
$460K 0.22%
4,059
-76
121
$460K 0.22%
24,123
+184
122
$458K 0.21%
26,000
-167
123
$455K 0.21%
20,248
+9,696
124
$454K 0.21%
1,427
-77
125
$439K 0.21%
5,745
-106
3 4
5
6 7