IWN

Independent Wealth Network Portfolio holdings

AUM $337M
1-Year Est. Return 22.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$930K
3
+$901K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$715K
5
PKG icon
Packaging Corp of America
PKG
+$643K

Top Sells

1
+$1.38M
2
+$567K
3
+$459K
4
IBB icon
iShares Biotechnology ETF
IBB
+$426K
5
KSS icon
Kohl's
KSS
+$416K

Sector Composition

1 Technology 8.09%
2 Industrials 5.54%
3 Financials 3.43%
4 Consumer Discretionary 2.83%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$779K 0.25%
21,808
+1,148
102
$775K 0.25%
21,190
+128
103
$772K 0.25%
9,571
+1,096
104
$771K 0.25%
20,273
+423
105
$771K 0.25%
9,611
+271
106
$764K 0.25%
4,086
+36
107
$735K 0.24%
7,335
+888
108
$726K 0.23%
2,686
+6
109
$718K 0.23%
7,179
-3
110
$717K 0.23%
10,757
+1,564
111
$699K 0.22%
11,664
+4
112
$690K 0.22%
3,724
-195
113
$680K 0.22%
+3,120
114
$669K 0.21%
5,424
+603
115
$665K 0.21%
11,929
+4,317
116
$664K 0.21%
7,096
+201
117
$659K 0.21%
4,973
-104
118
$650K 0.21%
527
+8
119
$643K 0.21%
13,856
+346
120
$633K 0.2%
6,365
+62
121
$617K 0.2%
13,543
+7
122
$617K 0.2%
5,987
-60
123
$613K 0.2%
5,110
-80
124
$612K 0.2%
3,282
-113
125
$606K 0.19%
19,310
3 4
5
6 7