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
$128M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$980K
2
+$615K
3
+$343K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$294K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$271K

Top Sells

1
+$1.35M
2
+$1.23M
3
+$832K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$786K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$786K

Sector Composition

1 Technology 5.22%
2 Industrials 4.24%
3 Financials 3.91%
4 Energy 3.75%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$218K 0.17%
+2,532
152
$215K 0.17%
2,694
153
$211K 0.16%
2,842
-131
154
$207K 0.16%
4,785
-210
155
$205K 0.16%
+5,264
156
$203K 0.16%
847
+20
157
$201K 0.16%
7,815
+1,212
158
$198K 0.15%
24,310
-810
159
$185K 0.14%
17,181
-46
160
$164K 0.13%
14,652
+3,732
161
$144K 0.11%
22,871
-310
162
$132K 0.1%
10,313
-413
163
$131K 0.1%
+152
164
$119K 0.09%
11,520
165
$116K 0.09%
11,893
-1,640
166
$114K 0.09%
23,303
+9,454
167
$90K 0.07%
+11,691
168
$88K 0.07%
11,131
-403
169
$85K 0.07%
33,373
170
$77K 0.06%
13,102
+188
171
$67K 0.05%
14,305
-1,426
172
$57K 0.04%
+80
173
$45K 0.04%
+12,140
174
$39K 0.03%
657
-25
175
$18K 0.01%
+10,350
4 5 6
7
8