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
$246M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.65M
3
+$1.62M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.59M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.38M

Top Sells

1
+$2.61M
2
+$1.17M
3
+$674K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$540K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$496K

Sector Composition

1 Technology 7.91%
2 Industrials 5.01%
3 Financials 3.69%
4 Consumer Discretionary 3.08%
5 Energy 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$501K 0.2%
2,820
-202
127
$499K 0.2%
+20,238
128
$488K 0.2%
9,135
+3,140
129
$478K 0.19%
8,930
+2,733
130
$478K 0.19%
34,052
-1,065
131
$478K 0.19%
+15,271
132
$472K 0.19%
4,208
+492
133
$469K 0.19%
11,733
+627
134
$467K 0.19%
3,532
-110
135
$464K 0.19%
6,025
+1,724
136
$463K 0.19%
4,004
-52
137
$452K 0.18%
4,473
-126
138
$451K 0.18%
10,392
+60
139
$446K 0.18%
5,830
+91
140
$445K 0.18%
18,479
+119
141
$431K 0.17%
483
+73
142
$423K 0.17%
22,428
-8,116
143
$416K 0.17%
539
-213
144
$416K 0.17%
1,733
+80
145
$405K 0.16%
17,793
+1,066
146
$400K 0.16%
7,517
-2,745
147
$396K 0.16%
3,436
-91
148
$386K 0.16%
7,064
-149
149
$384K 0.16%
3,430
-227
150
$381K 0.15%
3,934
-2,050
4 5
6
7 8