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
$311M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$944K
3
+$908K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$735K
5
PKG icon
Packaging Corp of America
PKG
+$680K

Top Sells

1
+$1.56M
2
+$585K
3
+$480K
4
FLRT icon
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
+$458K
5
IBB icon
iShares Biotechnology ETF
IBB
+$426K

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
IWM icon
126
iShares Russell 2000 ETF
IWM
$71.1B
$606K 0.19%
2,504
+27
RTRE
127
Rareview Total Return Bond ETF
RTRE
$41.6M
$603K 0.19%
23,731
+1,554
IVE icon
128
iShares S&P 500 Value ETF
IVE
$47.2B
$599K 0.19%
2,902
+292
CRM icon
129
Salesforce
CRM
$223B
$594K 0.19%
+2,507
FRTY icon
130
Alger Mid Cap 40 ETF
FRTY
$120M
$586K 0.19%
26,156
-12,104
SCHV icon
131
Schwab US Large-Cap Value ETF
SCHV
$14B
$573K 0.18%
19,689
+274
IJK icon
132
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.11B
$560K 0.18%
5,839
+43
AFL icon
133
Aflac
AFL
$57B
$557K 0.18%
4,988
-91
HD icon
134
Home Depot
HD
$352B
$555K 0.18%
1,370
-1,443
IGLD icon
135
FT Vest Gold Strategy Target Income ETF
IGLD
$433M
$555K 0.18%
23,192
+1,530
SHW icon
136
Sherwin-Williams
SHW
$83.7B
$554K 0.18%
1,600
-40
KSS icon
137
Kohl's
KSS
$2.77B
$554K 0.18%
36,013
-31,200
T icon
138
AT&T
T
$181B
$552K 0.18%
19,544
+505
HDV icon
139
iShares Core High Dividend ETF
HDV
$11.7B
$550K 0.18%
4,492
+217
FTHI icon
140
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.79B
$545K 0.18%
22,979
+404
AIRR icon
141
First Trust RBA American Industrial Renaissance ETF
AIRR
$6.03B
$542K 0.17%
5,608
+430
BITO icon
142
ProShares Bitcoin Strategy ETF
BITO
$2.23B
$542K 0.17%
27,517
+6,983
JPM icon
143
JPMorgan Chase
JPM
$838B
$517K 0.17%
1,639
+13
VZ icon
144
Verizon
VZ
$171B
$513K 0.16%
11,668
-117
ABBV icon
145
AbbVie
ABBV
$397B
$513K 0.16%
2,215
+7
FLTR icon
146
VanEck IG Floating Rate ETF
FLTR
$2.55B
$503K 0.16%
+19,685
TLT icon
147
iShares 20+ Year Treasury Bond ETF
TLT
$49.4B
$499K 0.16%
+5,583
FYX icon
148
First Trust Small Cap Core AlphaDEX Fund
FYX
$915M
$495K 0.16%
4,544
-106
RDVY icon
149
First Trust Rising Dividend Achievers ETF
RDVY
$18.3B
$493K 0.16%
7,334
+888
AMD icon
150
Advanced Micro Devices
AMD
$350B
$493K 0.16%
3,045
+304
4 5
6
7 8