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
$158M
AUM Growth
-$4.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.13M
3
+$1.61M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.51M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.48M

Top Sells

1
+$2.9M
2
+$2.12M
3
+$1.84M
4
BND icon
Vanguard Total Bond Market
BND
+$1.77M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.72M

Sector Composition

1 Technology 6.59%
2 Industrials 5.17%
3 Financials 4.89%
4 Energy 3.57%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$335K 0.21%
1,176
-8
127
$331K 0.21%
921
+204
128
$331K 0.21%
1,704
+332
129
$330K 0.21%
+6,437
130
$328K 0.21%
8,903
+1,543
131
$324K 0.21%
3,889
+247
132
$322K 0.2%
3,591
+379
133
$322K 0.2%
3,733
+161
134
$319K 0.2%
2,692
+260
135
$316K 0.2%
6,380
+1,303
136
$314K 0.2%
1,233
+123
137
$313K 0.2%
6,232
+337
138
$310K 0.2%
2,095
+167
139
$307K 0.19%
3,740
+283
140
$303K 0.19%
3,196
-341
141
$300K 0.19%
5,815
+1,447
142
$295K 0.19%
5,057
-308
143
$286K 0.18%
+2,632
144
$283K 0.18%
4,709
+569
145
$282K 0.18%
20,783
+6,835
146
$278K 0.18%
9,229
+804
147
$277K 0.18%
776
-13
148
$276K 0.18%
+14,157
149
$274K 0.17%
537
-96
150
$273K 0.17%
1,632
+41
4 5
6
7 8