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
$162M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$1.73M
3
+$1.59M
4
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$745K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$705K

Top Sells

1
+$2.17M
2
+$2.03M
3
+$1.29M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.13M
5
PGX icon
Invesco Preferred ETF
PGX
+$626K

Sector Composition

1 Technology 7.9%
2 Financials 5.73%
3 Industrials 4.69%
4 Consumer Staples 2.49%
5 Energy 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$268K 0.16%
1,980
-402
152
$265K 0.16%
440
+38
153
$265K 0.16%
3,457
+21
154
$264K 0.16%
16,931
-36
155
$262K 0.16%
556
+16
156
$261K 0.16%
8,425
-7,458
157
$261K 0.16%
5,077
+115
158
$260K 0.16%
4,270
+27
159
$259K 0.16%
33,253
+11,140
160
$256K 0.16%
7,360
-1,434
161
$253K 0.16%
717
-12
162
$253K 0.16%
5,563
+302
163
$251K 0.15%
4,140
+204
164
$250K 0.15%
854
+7
165
$247K 0.15%
979
+7
166
$247K 0.15%
6,328
+98
167
$246K 0.15%
4,971
+66
168
$246K 0.15%
+16,634
169
$242K 0.15%
901
+12
170
$242K 0.15%
5,450
+460
171
$241K 0.15%
+4,335
172
$240K 0.15%
4,368
173
$235K 0.14%
22,861
174
$234K 0.14%
1,620
-20
175
$228K 0.14%
1,897
-124
5 6
7
8 9