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
$251M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.37M
3
+$1.14M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$842K
5
RDFI icon
Rareview Dynamic Fixed Income ETF
RDFI
+$697K

Top Sells

1
+$1.76M
2
+$1.3M
3
+$429K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$352K
5
GM icon
General Motors
GM
+$298K

Sector Composition

1 Technology 6.74%
2 Industrials 4.9%
3 Financials 4.39%
4 Energy 3.13%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$627K 0.25%
231,432
+14,459
102
$625K 0.25%
16,971
+1,176
103
$624K 0.25%
12,285
-395
104
$613K 0.24%
511
+8
105
$610K 0.24%
6,168
+2,234
106
$610K 0.24%
6,806
-119
107
$610K 0.24%
13,529
-116
108
$597K 0.24%
5,296
-95
109
$586K 0.23%
6,345
-252
110
$584K 0.23%
12,675
-265
111
$582K 0.23%
5,679
+139
112
$577K 0.23%
1,651
-24
113
$575K 0.23%
8,449
+27
114
$570K 0.23%
5,127
-200
115
$567K 0.23%
6,785
-137
116
$557K 0.22%
22,238
+2,000
117
$556K 0.22%
67,937
+33,885
118
$549K 0.22%
7,977
+322
119
$546K 0.22%
34,307
+2,859
120
$534K 0.21%
9,350
+420
121
$530K 0.21%
24,261
+559
122
$530K 0.21%
25,300
+672
123
$528K 0.21%
11,630
-103
124
$518K 0.21%
4,280
+72
125
$510K 0.2%
10,128
3 4
5
6 7