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
$246M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.65M
3
+$1.62M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.59M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.38M

Top Sells

1
+$2.61M
2
+$1.17M
3
+$674K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$540K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$496K

Sector Composition

1 Technology 7.91%
2 Industrials 5.01%
3 Financials 3.69%
4 Consumer Discretionary 3.08%
5 Energy 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$601K 0.24%
503
-1
102
$595K 0.24%
6,597
-73
103
$593K 0.24%
7,655
+1,822
104
$591K 0.24%
15,396
+2,020
105
$590K 0.24%
12,940
+616
106
$588K 0.24%
6,922
-64
107
$588K 0.24%
+31,448
108
$581K 0.24%
15,795
-7,646
109
$578K 0.23%
5,540
+1,472
110
$571K 0.23%
20,478
+5,354
111
$571K 0.23%
2,582
+744
112
$569K 0.23%
1,675
+123
113
$567K 0.23%
7,856
-344
114
$552K 0.22%
23,702
+1,545
115
$551K 0.22%
5,327
-126
116
$548K 0.22%
2,364
+306
117
$542K 0.22%
19,812
+442
118
$541K 0.22%
9,144
+280
119
$540K 0.22%
2,854
+114
120
$540K 0.22%
5,939
-65
121
$535K 0.22%
24,628
-5,931
122
$510K 0.21%
20,510
-2,191
123
$510K 0.21%
10,128
-85
124
$507K 0.21%
2,657
-424
125
$503K 0.2%
5,568
+222
3 4
5
6 7