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
$215M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.44M
3
+$640K
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$538K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$490K

Top Sells

1
+$2.44M
2
+$2.27M
3
+$796K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$683K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$592K

Sector Composition

1 Technology 7.61%
2 Industrials 5.45%
3 Financials 3.48%
4 Energy 3.14%
5 Consumer Discretionary 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$443K 0.21%
18,404
+432
127
$442K 0.21%
4,077
+18
128
$440K 0.2%
10,373
-15
129
$429K 0.2%
2,646
+462
130
$427K 0.2%
8,988
+243
131
$425K 0.2%
3,907
-1,166
132
$422K 0.2%
5,738
-7
133
$419K 0.2%
4,637
+6
134
$388K 0.18%
7,567
-1
135
$387K 0.18%
3,624
+26
136
$384K 0.18%
7,726
+272
137
$383K 0.18%
2,235
+200
138
$383K 0.18%
3,575
-31
139
$382K 0.18%
2,995
-152
140
$379K 0.18%
7,554
+31
141
$375K 0.17%
3,867
+10
142
$375K 0.17%
650
-38
143
$367K 0.17%
5,567
+50
144
$362K 0.17%
1,782
+144
145
$360K 0.17%
3,727
-31
146
$356K 0.17%
4,609
-164
147
$354K 0.16%
14,028
+180
148
$345K 0.16%
+17,209
149
$336K 0.16%
44,181
+1,271
150
$334K 0.16%
7,642
-315
4 5
6
7 8