IWN

Independent Wealth Network Portfolio holdings

AUM $327M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$604K
3
+$595K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$569K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$558K

Top Sells

1
+$1.85M
2
+$1.33M
3
+$913K
4
FLRT icon
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
+$513K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$368K

Sector Composition

1 Technology 7.93%
2 Industrials 5.16%
3 Financials 3.9%
4 Consumer Discretionary 2.83%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$665K 0.24%
11,660
-625
102
$650K 0.24%
8,163
+186
103
$647K 0.24%
7,182
+397
104
$641K 0.23%
239,255
+7,823
105
$640K 0.23%
6,447
+279
106
$635K 0.23%
8,475
+26
107
$631K 0.23%
+2,780
108
$631K 0.23%
5,741
+62
109
$628K 0.23%
16,740
-231
110
$628K 0.23%
5,077
-219
111
$627K 0.23%
6,895
+89
112
$626K 0.23%
13,510
+835
113
$624K 0.23%
2,264
-6
114
$616K 0.22%
+15,867
115
$610K 0.22%
519
+8
116
$605K 0.22%
13,536
+7
117
$603K 0.22%
+11,960
118
$600K 0.22%
3,395
+1,236
119
$599K 0.22%
3,919
-245
120
$591K 0.22%
6,047
+453
121
$591K 0.22%
6,303
-42
122
$590K 0.21%
9,193
-157
123
$587K 0.21%
+7,141
124
$579K 0.21%
4,821
+43
125
$570K 0.21%
67,213
-724
3 4
5
6 7