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
$156M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$675K
3
+$550K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$470K
5
MCN
Madison Covered Call & Equity Strategy Fund
MCN
+$361K

Top Sells

1
+$1.2M
2
+$439K
3
+$417K
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$290K
5
NSC icon
Norfolk Southern
NSC
+$285K

Sector Composition

1 Technology 5.93%
2 Industrials 4.73%
3 Energy 3.57%
4 Financials 3.54%
5 Consumer Staples 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$321K 0.21%
7,134
-413
127
$319K 0.2%
1,752
+220
128
$318K 0.2%
7,805
+426
129
$316K 0.2%
985
-148
130
$316K 0.2%
+23,829
131
$316K 0.2%
8,117
+2
132
$315K 0.2%
6,225
+2,010
133
$312K 0.2%
13,601
-418
134
$304K 0.19%
2,330
+128
135
$301K 0.19%
2,904
+87
136
$295K 0.19%
8,649
+313
137
$295K 0.19%
7,625
+75
138
$289K 0.19%
13,794
+472
139
$280K 0.18%
6,365
+343
140
$279K 0.18%
2,684
+329
141
$277K 0.18%
1,357
+411
142
$274K 0.18%
+8,866
143
$273K 0.17%
1,842
-72
144
$270K 0.17%
744
+87
145
$267K 0.17%
3,115
+96
146
$265K 0.17%
5,343
-224
147
$262K 0.17%
9,774
+756
148
$257K 0.16%
5,114
+200
149
$254K 0.16%
2,507
+13
150
$252K 0.16%
2,242
+53
4 5
6
7 8