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
$153M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$5.31M
3
+$4.79M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$4.57M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$4.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.3%
2 Industrials 4.87%
3 Financials 3.78%
4 Communication Services 2.54%
5 Energy 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$326K 0.21%
+3,422
127
$325K 0.21%
+11,944
128
$312K 0.2%
+2,427
129
$310K 0.2%
+2,382
130
$305K 0.2%
+489
131
$305K 0.2%
+3,436
132
$303K 0.2%
+2,736
133
$302K 0.2%
+834
134
$297K 0.19%
+8,794
135
$295K 0.19%
+729
136
$292K 0.19%
+6,231
137
$291K 0.19%
+847
138
$289K 0.19%
+10,675
139
$281K 0.18%
+1,290
140
$280K 0.18%
+613
141
$277K 0.18%
+1,909
142
$277K 0.18%
+10,430
143
$277K 0.18%
+402
144
$276K 0.18%
+1,908
145
$274K 0.18%
+1,045
146
$274K 0.18%
+2,473
147
$273K 0.18%
+830
148
$266K 0.17%
+3,097
149
$263K 0.17%
+9,628
150
$261K 0.17%
+1,591
4 5
6
7 8