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
$139M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$1.27M
3
+$469K
4
BND icon
Vanguard Total Bond Market
BND
+$351K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$335K

Top Sells

1
+$2.65M
2
+$1.36M
3
+$913K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$761K
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$436K

Sector Composition

1 Technology 5.2%
2 Industrials 4.44%
3 Financials 4.18%
4 Energy 3.4%
5 Consumer Staples 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$231K 0.17%
2,973
-50
152
$230K 0.17%
+4,659
153
$230K 0.17%
2,694
-502
154
$230K 0.17%
+4,567
155
$229K 0.16%
+2,424
156
$228K 0.16%
25,120
+3
157
$224K 0.16%
3,553
-121
158
$224K 0.16%
+5,635
159
$219K 0.16%
2,000
+160
160
$218K 0.16%
852
-36
161
$218K 0.16%
2,965
-242
162
$216K 0.16%
6,272
-81
163
$213K 0.15%
7,847
-202
164
$213K 0.15%
1,165
+19
165
$212K 0.15%
10,852
-3,594
166
$208K 0.15%
13,750
-360
167
$208K 0.15%
1,782
+228
168
$207K 0.15%
970
-20
169
$203K 0.15%
+827
170
$202K 0.15%
+1,902
171
$201K 0.14%
814
-49
172
$201K 0.14%
8,139
+1,021
173
$200K 0.14%
+5,564
174
$175K 0.13%
23,181
+246
175
$152K 0.11%
10,726
-945
5 6
7
8 9