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
$190M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$753K
3
+$724K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$681K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$507K

Top Sells

1
+$455K
2
+$389K
3
+$320K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$315K
5
ROSC icon
Hartford Multifactor Small Cap ETF
ROSC
+$305K

Sector Composition

1 Technology 6.78%
2 Industrials 5.11%
3 Financials 3.56%
4 Energy 3.04%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$388K 0.2%
3,586
+47
127
$383K 0.2%
+2,831
128
$383K 0.2%
7,502
+1,186
129
$372K 0.2%
11,241
+2,715
130
$370K 0.19%
28,398
-432
131
$368K 0.19%
3,136
-967
132
$349K 0.18%
7,171
-111
133
$348K 0.18%
3,142
+12
134
$347K 0.18%
3,854
-1,143
135
$346K 0.18%
2,234
-89
136
$344K 0.18%
5,474
-1,403
137
$333K 0.18%
4,266
-814
138
$329K 0.17%
1,323
+101
139
$327K 0.17%
4,232
+51
140
$327K 0.17%
676
-61
141
$324K 0.17%
1,905
+91
142
$323K 0.17%
808
-33
143
$323K 0.17%
7,008
+175
144
$320K 0.17%
1,483
+4
145
$320K 0.17%
9,767
-31
146
$317K 0.17%
7,506
-81
147
$314K 0.17%
2,100
+46
148
$310K 0.16%
5,040
+694
149
$309K 0.16%
7,138
+1,025
150
$308K 0.16%
5,668
-1,435
4 5
6
7 8