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
$158M
AUM Growth
-$4.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.13M
3
+$1.61M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.51M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.48M

Top Sells

1
+$2.9M
2
+$2.12M
3
+$1.84M
4
BND icon
Vanguard Total Bond Market
BND
+$1.77M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.72M

Sector Composition

1 Technology 6.59%
2 Industrials 5.17%
3 Financials 4.89%
4 Energy 3.57%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$271K 0.17%
2,267
+162
152
$271K 0.17%
1,774
+109
153
$270K 0.17%
990
+11
154
$269K 0.17%
+7,118
155
$268K 0.17%
6,688
-529
156
$265K 0.17%
4,472
+202
157
$264K 0.17%
3,207
-22,336
158
$257K 0.16%
1,840
+220
159
$256K 0.16%
8,049
+923
160
$246K 0.16%
+1,146
161
$245K 0.16%
+1,554
162
$243K 0.15%
+6,353
163
$242K 0.15%
3,023
-31
164
$240K 0.15%
1,949
-31
165
$236K 0.15%
700
-140
166
$235K 0.15%
+9,257
167
$235K 0.15%
572
+16
168
$230K 0.15%
6,184
-144
169
$228K 0.14%
1,189
+77
170
$228K 0.14%
475
-19
171
$228K 0.14%
3,674
-10
172
$227K 0.14%
3,524
-7
173
$226K 0.14%
+2,153
174
$224K 0.14%
863
+25
175
$224K 0.14%
+3,795
5 6
7
8 9