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
$226M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.61M
3
+$1.8M
4
RDFI icon
Rareview Dynamic Fixed Income ETF
RDFI
+$1.03M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$572K

Top Sells

1
+$3.48M
2
+$2.52M
3
+$1.9M
4
HTAB icon
Hartford Schroders Tax-Aware Bond ETF
HTAB
+$1.38M
5
EFR
Eaton Vance Senior Floating-Rate Fund
EFR
+$1.1M

Sector Composition

1 Technology 7.26%
2 Industrials 6.07%
3 Financials 3.62%
4 Energy 3.03%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$458K 0.2%
4,599
-38
127
$454K 0.2%
2,740
+154
128
$454K 0.2%
5,739
+1
129
$450K 0.2%
18,360
-44
130
$437K 0.19%
3,716
-191
131
$434K 0.19%
5,833
+266
132
$432K 0.19%
5,346
+2,213
133
$424K 0.19%
4,068
+201
134
$412K 0.18%
3,527
-97
135
$406K 0.18%
1,838
+56
136
$397K 0.18%
3,297
+654
137
$394K 0.17%
7,213
-354
138
$394K 0.17%
15,124
+1,096
139
$388K 0.17%
3,432
-143
140
$385K 0.17%
7,532
-22
141
$380K 0.17%
37,594
142
$375K 0.17%
3,657
-70
143
$372K 0.16%
6,197
+362
144
$368K 0.16%
16,727
-9,190
145
$365K 0.16%
5,079
-99
146
$362K 0.16%
2,958
-37
147
$355K 0.16%
2,058
+218
148
$351K 0.16%
2,013
-13
149
$349K 0.15%
7,340
+390
150
$349K 0.15%
2,125
-521
4 5
6
7 8