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
$139M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$1.27M
3
+$469K
4
BND icon
Vanguard Total Bond Market
BND
+$351K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$335K

Top Sells

1
+$2.65M
2
+$1.36M
3
+$913K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$761K
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$436K

Sector Composition

1 Technology 5.2%
2 Industrials 4.44%
3 Financials 4.18%
4 Energy 3.4%
5 Consumer Staples 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$291K 0.21%
4,087
+354
127
$290K 0.21%
12,310
+3,053
128
$283K 0.2%
3,628
+37
129
$276K 0.2%
5,111
+402
130
$276K 0.2%
+7,935
131
$274K 0.2%
6,690
+2
132
$274K 0.2%
2,078
-17
133
$269K 0.19%
1,611
-21
134
$266K 0.19%
2,447
-245
135
$266K 0.19%
4,995
-62
136
$265K 0.19%
1,168
-8
137
$258K 0.19%
+8,929
138
$255K 0.18%
850
139
$253K 0.18%
7,379
-1,524
140
$252K 0.18%
2,244
-23
141
$251K 0.18%
+3,579
142
$250K 0.18%
1,740
-34
143
$250K 0.18%
4,974
+1,179
144
$248K 0.18%
482
-55
145
$247K 0.18%
6,603
+223
146
$240K 0.17%
7,057
+873
147
$240K 0.17%
2,363
+210
148
$236K 0.17%
1,003
-230
149
$235K 0.17%
746
-30
150
$232K 0.17%
+17,227
4 5
6
7 8