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
$213M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$2.07M
3
+$1.52M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$820K
5
HON icon
Honeywell
HON
+$768K

Top Sells

1
+$746K
2
+$652K
3
+$502K
4
CSCO icon
Cisco
CSCO
+$483K
5
AMT icon
American Tower
AMT
+$320K

Sector Composition

1 Technology 6.61%
2 Industrials 6.61%
3 Financials 3.64%
4 Energy 3.18%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$436K 0.2%
8,745
-9,679
127
$433K 0.2%
17,972
-300
128
$432K 0.2%
4,631
+15
129
$429K 0.2%
11,994
+753
130
$429K 0.2%
10,388
-174
131
$423K 0.2%
9,584
-118
132
$414K 0.19%
3,147
+11
133
$405K 0.19%
+11,623
134
$404K 0.19%
2,680
+651
135
$404K 0.19%
7,568
+397
136
$398K 0.19%
2,832
+1
137
$398K 0.19%
3,598
+12
138
$394K 0.18%
2,184
+562
139
$393K 0.18%
3,606
+464
140
$383K 0.18%
3,857
+3
141
$381K 0.18%
7,523
+21
142
$371K 0.17%
4,773
+541
143
$371K 0.17%
2,035
-199
144
$370K 0.17%
+11,864
145
$362K 0.17%
5,517
+43
146
$361K 0.17%
688
+12
147
$360K 0.17%
463
+18
148
$356K 0.17%
7,454
+316
149
$353K 0.17%
26,571
-1,827
150
$352K 0.17%
2,163
+63
4 5
6
7 8