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
$166M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.11M
3
+$1.04M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$938K
5
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$789K

Top Sells

1
+$3.18M
2
+$1.51M
3
+$1.1M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$920K
5
AWF
AllianceBernstein Global High Income Fund
AWF
+$358K

Sector Composition

1 Technology 6.35%
2 Industrials 5.07%
3 Financials 3.91%
4 Energy 3.17%
5 Consumer Staples 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$346K 0.21%
1,866
-43
127
$345K 0.21%
4,652
-82
128
$344K 0.21%
2,366
+36
129
$344K 0.21%
7,495
+1,130
130
$342K 0.21%
+3,162
131
$340K 0.2%
840
-12
132
$333K 0.2%
1,800
+48
133
$333K 0.2%
1,577
-4
134
$331K 0.2%
44,706
-701
135
$330K 0.2%
14,499
-920
136
$322K 0.19%
2,264
-117
137
$321K 0.19%
+7,057
138
$319K 0.19%
8,615
-756
139
$317K 0.19%
4,216
+1,062
140
$316K 0.19%
2,349
-568
141
$316K 0.19%
17,517
-737
142
$315K 0.19%
3,721
-164
143
$313K 0.19%
6,239
+14
144
$313K 0.19%
9,354
-549
145
$313K 0.19%
3,037
-44
146
$307K 0.18%
8,244
+127
147
$305K 0.18%
1,803
-39
148
$304K 0.18%
7,823
+1,490
149
$294K 0.18%
13,052
-549
150
$293K 0.18%
746
+2
4 5
6
7 8