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
$146M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.19M
3
+$1.1M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$604K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$362K

Top Sells

1
+$615K
2
+$538K
3
+$469K
4
JPM icon
JPMorgan Chase
JPM
+$400K
5
DIS icon
Walt Disney
DIS
+$279K

Sector Composition

1 Industrials 5.43%
2 Technology 4.91%
3 Energy 4.05%
4 Financials 3.61%
5 Consumer Staples 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$298K 0.2%
10,048
+322
127
$298K 0.2%
2,475
-483
128
$295K 0.2%
2,202
-2,982
129
$290K 0.2%
10,303
+3,252
130
$287K 0.2%
7,550
+290
131
$285K 0.19%
1,157
+7
132
$282K 0.19%
3,204
+67
133
$277K 0.19%
1,532
+1
134
$275K 0.19%
8,336
+423
135
$274K 0.19%
3,645
-460
136
$274K 0.19%
5,567
-194
137
$274K 0.19%
2,494
+11
138
$270K 0.18%
13,322
+436
139
$266K 0.18%
+6,471
140
$265K 0.18%
+18,110
141
$256K 0.18%
6,022
+11
142
$255K 0.17%
1,028
-37
143
$254K 0.17%
+6,958
144
$251K 0.17%
+3,049
145
$249K 0.17%
2,817
+72
146
$247K 0.17%
4,914
-49
147
$247K 0.17%
+2,726
148
$245K 0.17%
2,189
-375
149
$242K 0.17%
2,694
150
$241K 0.17%
455
-47
4 5
6
7 8