IWN
Independent Wealth Network Portfolio holdings
AUM
$275M
This Quarter Return
-4.64%
1 Year Return
+15.48%
3 Year Return
+51.37%
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
+$128M
(-7.8%)
Cap. Flow
-$3.89M
Cap. Flow
% of AUM
-3.04%
Top 10 Holdings %
Top 10 Hldgs %
35.81%
Holding
196
New
10
Increased
88
Reduced
72
Closed
20
Top Buys
Top Sells
| 1 |
iShares US Energy ETF
IYE
|
$1.35M |
| 2 |
SPDR Gold Trust
GLD
|
$1.23M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$832K |
| 4 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$786K |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$786K |
Sector Composition
| 1 | Technology | 5.22% |
| 2 | Industrials | 4.24% |
| 3 | Financials | 3.91% |
| 4 | Energy | 3.75% |
| 5 | Consumer Staples | 2.73% |
