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
$163M
AUM Growth
-$3.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$580K
3
+$563K
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$540K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$455K

Top Sells

1
+$3.21M
2
+$1.04M
3
+$945K
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$455K
5
NEE icon
NextEra Energy
NEE
+$345K

Sector Composition

1 Technology 5.84%
2 Industrials 5.32%
3 Energy 3.66%
4 Financials 3.31%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$319K 0.2%
3,130
-32
127
$319K 0.2%
7,282
-213
128
$317K 0.2%
841
+1
129
$308K 0.19%
4,181
-35
130
$307K 0.19%
1,814
+14
131
$306K 0.19%
737
-282
132
$306K 0.19%
1,222
+165
133
$305K 0.19%
8,460
-155
134
$304K 0.19%
6,316
+77
135
$302K 0.19%
55,777
+311
136
$301K 0.18%
9,798
-1,356
137
$299K 0.18%
6,833
-224
138
$298K 0.18%
7,070
-396
139
$296K 0.18%
7,468
-1,114
140
$293K 0.18%
13,626
+574
141
$291K 0.18%
12,120
-2,379
142
$287K 0.18%
3,308
+38
143
$284K 0.17%
+7,249
144
$283K 0.17%
2,054
-210
145
$281K 0.17%
8,679
+435
146
$280K 0.17%
7,587
-236
147
$280K 0.17%
707
-39
148
$279K 0.17%
39,531
-5,175
149
$279K 0.17%
2,712
-537
150
$270K 0.17%
2,062
-54
4 5
6
7 8