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
$153M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$5.31M
3
+$4.79M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$4.57M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.3%
2 Industrials 4.87%
3 Financials 3.78%
4 Communication Services 2.54%
5 Energy 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$260K 0.17%
+16,967
152
$260K 0.17%
+4,243
153
$255K 0.17%
+389
154
$252K 0.16%
+2,486
155
$252K 0.16%
+11,616
156
$250K 0.16%
+4,962
157
$250K 0.16%
+4,905
158
$249K 0.16%
+1,061
159
$246K 0.16%
+1,090
160
$246K 0.16%
+540
161
$246K 0.16%
+1,291
162
$245K 0.16%
+6,230
163
$241K 0.16%
+4,990
164
$241K 0.16%
+1,640
165
$240K 0.16%
+5,261
166
$240K 0.16%
+1,203
167
$239K 0.16%
+3,936
168
$239K 0.16%
+4,368
169
$238K 0.16%
+847
170
$237K 0.15%
+1,112
171
$235K 0.15%
+6,256
172
$233K 0.15%
+2,058
173
$233K 0.15%
+972
174
$228K 0.15%
+6,163
175
$227K 0.15%
+2,021
4 5 6
7
8