IWN

Independent Wealth Network Portfolio holdings

AUM $337M
1-Year Est. Return 22.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$604K
3
+$595K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$569K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$558K

Top Sells

1
+$1.85M
2
+$1.33M
3
+$913K
4
FLRT icon
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
+$513K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$368K

Sector Composition

1 Technology 7.93%
2 Industrials 5.16%
3 Financials 3.9%
4 Consumer Discretionary 2.83%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$567K 0.21%
19,310
127
$563K 0.2%
1,640
-11
128
$556K 0.2%
22,177
-61
129
$551K 0.2%
19,039
+1,116
130
$537K 0.2%
19,415
+284
131
$536K 0.19%
5,079
-48
132
$534K 0.19%
2,477
+62
133
$527K 0.19%
5,796
-33
134
$525K 0.19%
25,298
-2
135
$516K 0.19%
22,575
-1,686
136
$510K 0.19%
2,610
-2
137
$510K 0.19%
11,785
+155
138
$508K 0.18%
10,101
-27
139
$501K 0.18%
8,371
-6,151
140
$501K 0.18%
4,275
-5
141
$489K 0.18%
2,776
+498
142
$485K 0.18%
6,988
+216
143
$471K 0.17%
1,626
+61
144
$470K 0.17%
21,662
+162
145
$465K 0.17%
2,917
+43
146
$459K 0.17%
9,521
-454
147
$457K 0.17%
10,929
+851
148
$456K 0.17%
18,711
+416
149
$452K 0.16%
4,650
+71
150
$443K 0.16%
3,861
-9
4 5
6
7 8