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
$215M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.44M
3
+$640K
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$538K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$490K

Top Sells

1
+$2.44M
2
+$2.27M
3
+$796K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$683K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$592K

Sector Composition

1 Technology 7.61%
2 Industrials 5.45%
3 Financials 3.48%
4 Energy 3.14%
5 Consumer Discretionary 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$571K 0.27%
8,613
+30
102
$567K 0.26%
18,570
-79
103
$562K 0.26%
7,145
+24
104
$562K 0.26%
6,731
+48
105
$554K 0.26%
12,117
-40
106
$544K 0.25%
16,868
+5,004
107
$541K 0.25%
6,145
-183
108
$530K 0.25%
19,169
+437
109
$516K 0.24%
2,626
+11
110
$512K 0.24%
10,179
-204
111
$511K 0.24%
3,726
-101
112
$507K 0.24%
1,699
-18
113
$503K 0.23%
13,340
+161
114
$501K 0.23%
3,669
+19
115
$500K 0.23%
5,594
-273
116
$499K 0.23%
14,964
+3,341
117
$499K 0.23%
25,277
+1,154
118
$495K 0.23%
25,917
-83
119
$492K 0.23%
21,900
+1,652
120
$476K 0.22%
10,846
-811
121
$475K 0.22%
37,594
-63,000
122
$471K 0.22%
2,586
-94
123
$471K 0.22%
12,838
+844
124
$465K 0.22%
11,287
-1,821
125
$454K 0.21%
7,527
+67
3 4
5
6 7