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
$128M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$980K
2
+$615K
3
+$343K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$294K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$271K

Top Sells

1
+$1.35M
2
+$1.23M
3
+$832K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$786K
5
IJS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$279K 0.22%
2,959
-161
127
$273K 0.21%
13,926
-312
128
$266K 0.21%
2,152
+74
129
$265K 0.21%
7,260
+988
130
$265K 0.21%
+998
131
$263K 0.21%
2,745
-215
132
$261K 0.2%
2,564
+320
133
$254K 0.2%
502
+20
134
$252K 0.2%
7,051
+361
135
$251K 0.2%
3,137
+14
136
$251K 0.2%
9,726
+797
137
$250K 0.2%
1,531
-80
138
$250K 0.2%
4,963
+396
139
$246K 0.19%
7,913
-22
140
$244K 0.19%
12,886
+2,034
141
$241K 0.19%
1,150
-18
142
$240K 0.19%
2,483
+36
143
$240K 0.19%
5,304
+193
144
$240K 0.19%
5,500
+526
145
$238K 0.19%
1,065
+62
146
$232K 0.18%
6,011
+376
147
$227K 0.18%
3,184
+219
148
$225K 0.18%
7,061
+4
149
$221K 0.17%
+8,542
150
$220K 0.17%
2,484
+60
4 5
6
7 8