IWN
Independent Wealth Network Portfolio holdings
AUM $251M
AUM
$251M
AUM Growth
+$4.24M (+2%)
Cap. Flow
+$11.8M
Cap. Flow % of AUM
4.72%
Top 10 Holdings %Top 10 Hldgs %
27.26%
Holding
254
New
18
Increased
132
Reduced
89
Closed
9
Top Buys
| 1 | $1.6M | |
| 2 | $1.37M | |
| 3 | $1.14M | |
| 4 | $842K | |
| 5 | $697K |
Top Sells
| 1 | $1.3M | |
| 2 | $429K | |
| 3 | $352K | |
| 4 | $186K | |
| 5 | $175K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $509K | 0.2% | 19,131 +5,614 | +42% | +$149K | |||
| $507K | 0.2% | 17,923 +130 | +0.7% | +$3.68K | |||
| $506K | 0.2% | 19,310 -1,200 | -6% | -$31.4K | |||
| $498K | 0.2% | 2,612 -45 | -2% | -$8.58K | |||
| $491K | 0.2% | 5,594 +26 | +0.5% | +$2.28K | |||
| $490K | 0.2% | 2,874 +1,042 | +57% | +$178K | |||
| $488K | 0.19% | 523 +40 | +8% | +$37.3K | |||
| $485K | 0.19% | 5,829 -110 | -2% | -$9.16K | |||
| $482K | 0.19% | 2,415 -167 | -6% | -$33.3K | |||
| $474K | 0.19% | 19,357 +11,724 | +154% | +$287K | |||
| $451K | 0.18% | 21,500 -928 | -4% | -$19.5K | |||
| $449K | 0.18% | 8,726 -409 | -4% | -$21K | |||
| $445K | 0.18% | 18,295 -184 | -1% | -$4.48K | |||
| $442K | 0.18% | 3,456 -76 | -2% | -$9.72K | |||
| $441K | 0.18% | 2,103 -717 | -25% | -$150K | |||
| $430K | 0.17% | 5,606 -224 | -4% | -$17.2K | |||
| $427K | 0.17% | 9,975 -417 | -4% | -$17.9K | |||
| $422K | 0.17% | 3,870 -134 | -3% | -$14.6K | |||
| $420K | 0.17% | 6,095 +1,944 | +47% | +$134K | |||
| $418K | 0.17% | 6,772 -2,372 | -26% | -$146K | |||
| $414K | 0.17% | 10,078 +2,484 | +33% | +$102K | |||
| $413K | 0.16% | 4,579 +106 | +2% | +$9.55K | |||
| $402K | 0.16% | 487 -52 | -10% | -$42.9K | |||
| $402K | 0.16% | 8,096 +522 | +7% | +$25.9K | |||
| $401K | 0.16% | 16,914 +3,574 | +27% | +$84.8K |
