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
$162M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$1.73M
3
+$1.59M
4
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$745K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$705K

Top Sells

1
+$2.17M
2
+$2.03M
3
+$1.29M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.13M
5
PGX icon
Invesco Preferred ETF
PGX
+$626K

Sector Composition

1 Technology 7.9%
2 Financials 5.73%
3 Industrials 4.69%
4 Consumer Staples 2.49%
5 Energy 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$345K 0.21%
4,118
-13,445
127
$342K 0.21%
2,432
+5
128
$334K 0.21%
18,250
+100
129
$326K 0.2%
575
-125
130
$325K 0.2%
3,572
+64
131
$325K 0.2%
3,642
-493
132
$319K 0.2%
5,365
-418
133
$318K 0.2%
633
+20
134
$318K 0.2%
494
+5
135
$297K 0.18%
+5,895
136
$296K 0.18%
1,110
+65
137
$293K 0.18%
10,898
+223
138
$290K 0.18%
847
139
$290K 0.18%
3,212
+739
140
$287K 0.18%
1,297
+7
141
$284K 0.17%
1,928
+20
142
$284K 0.17%
789
-41
143
$284K 0.17%
2,574
+516
144
$279K 0.17%
1,081
+20
145
$276K 0.17%
1,591
146
$276K 0.17%
4,792
-5,622
147
$273K 0.17%
1,109
+19
148
$272K 0.17%
1,665
-244
149
$272K 0.17%
2,346
-390
150
$270K 0.17%
1,372
+81
4 5
6
7 8