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
$226M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.61M
3
+$1.8M
4
RDFI icon
Rareview Dynamic Fixed Income ETF
RDFI
+$1.03M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$572K

Top Sells

1
+$3.48M
2
+$2.52M
3
+$1.9M
4
HTAB icon
Hartford Schroders Tax-Aware Bond ETF
HTAB
+$1.38M
5
EFR
Eaton Vance Senior Floating-Rate Fund
EFR
+$1.1M

Sector Composition

1 Technology 7.26%
2 Industrials 6.07%
3 Financials 3.62%
4 Energy 3.03%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$597K 0.26%
3,022
+787
102
$593K 0.26%
6,670
-61
103
$592K 0.26%
1,552
-147
104
$588K 0.26%
1,566
+11
105
$586K 0.26%
19,370
+201
106
$585K 0.26%
6,986
-159
107
$580K 0.26%
2,629
+3
108
$579K 0.26%
8,267
-346
109
$572K 0.25%
+12,324
110
$558K 0.25%
10,262
-529
111
$552K 0.24%
13,376
+36
112
$552K 0.24%
6,004
-141
113
$530K 0.23%
3,642
-84
114
$528K 0.23%
3,475
+93
115
$513K 0.23%
10,213
+34
116
$510K 0.23%
22,157
+257
117
$499K 0.22%
1,908
+414
118
$499K 0.22%
11,106
-181
119
$496K 0.22%
+19,280
120
$475K 0.21%
4,056
-21
121
$473K 0.21%
7,197
-330
122
$472K 0.21%
8,864
-124
123
$465K 0.21%
+4,744
124
$465K 0.21%
+9,635
125
$463K 0.2%
10,332
-41
3 4
5
6 7