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
$251M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.37M
3
+$1.14M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$842K
5
RDFI icon
Rareview Dynamic Fixed Income ETF
RDFI
+$697K

Top Sells

1
+$1.76M
2
+$1.3M
3
+$429K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$352K
5
GM icon
General Motors
GM
+$298K

Sector Composition

1 Technology 6.74%
2 Industrials 4.9%
3 Financials 4.39%
4 Energy 3.13%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$509K 0.2%
19,131
+5,614
127
$507K 0.2%
17,923
+130
128
$506K 0.2%
19,310
-1,200
129
$498K 0.2%
2,612
-45
130
$491K 0.2%
5,594
+26
131
$490K 0.2%
2,874
+1,042
132
$488K 0.19%
5,230
+400
133
$485K 0.19%
5,829
-110
134
$482K 0.19%
2,415
-167
135
$474K 0.19%
19,357
+11,724
136
$451K 0.18%
21,500
-928
137
$449K 0.18%
8,726
-409
138
$445K 0.18%
18,295
-184
139
$442K 0.18%
3,456
-76
140
$441K 0.18%
2,103
-717
141
$430K 0.17%
5,606
-224
142
$427K 0.17%
9,975
-417
143
$422K 0.17%
3,870
-134
144
$420K 0.17%
6,095
+1,944
145
$418K 0.17%
6,772
-2,372
146
$414K 0.17%
10,078
+2,484
147
$413K 0.16%
4,579
+106
148
$402K 0.16%
487
-52
149
$402K 0.16%
8,096
+522
150
$401K 0.16%
16,914
+3,574
4 5
6
7 8