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
$311M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$930K
3
+$901K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$715K
5
PKG icon
Packaging Corp of America
PKG
+$643K

Top Sells

1
+$1.38M
2
+$567K
3
+$459K
4
IBB icon
iShares Biotechnology ETF
IBB
+$426K
5
KSS icon
Kohl's
KSS
+$416K

Sector Composition

1 Technology 8.09%
2 Industrials 5.54%
3 Financials 3.43%
4 Consumer Discretionary 2.83%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$606K 0.19%
2,504
+27
127
$603K 0.19%
23,731
+1,554
128
$599K 0.19%
2,902
+292
129
$594K 0.19%
+2,507
130
$586K 0.19%
26,156
-12,104
131
$573K 0.18%
19,689
+274
132
$560K 0.18%
5,839
+43
133
$557K 0.18%
4,988
-91
134
$555K 0.18%
1,370
-1,443
135
$555K 0.18%
23,192
+1,530
136
$554K 0.18%
1,600
-40
137
$554K 0.18%
36,013
-31,200
138
$552K 0.18%
19,544
+505
139
$550K 0.18%
22,460
+1,085
140
$545K 0.18%
22,979
+404
141
$542K 0.17%
5,608
+430
142
$542K 0.17%
27,517
+6,983
143
$517K 0.17%
1,639
+13
144
$513K 0.16%
11,668
-117
145
$513K 0.16%
2,215
+7
146
$503K 0.16%
+19,685
147
$499K 0.16%
+5,583
148
$495K 0.16%
4,544
-106
149
$493K 0.16%
7,334
+888
150
$493K 0.16%
3,045
+304
4 5
6
7 8