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
$146M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.19M
3
+$1.1M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$604K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$362K

Top Sells

1
+$615K
2
+$538K
3
+$469K
4
JPM icon
JPMorgan Chase
JPM
+$400K
5
DIS icon
Walt Disney
DIS
+$279K

Sector Composition

1 Industrials 5.43%
2 Technology 4.91%
3 Energy 4.05%
4 Financials 3.61%
5 Consumer Staples 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$234K 0.16%
9,018
+476
152
$233K 0.16%
+1,539
153
$233K 0.16%
6,735
-326
154
$232K 0.16%
3,151
-33
155
$231K 0.16%
3,019
+177
156
$230K 0.16%
+1,350
157
$228K 0.16%
+657
158
$228K 0.16%
4,786
+1
159
$226K 0.15%
2,377
-107
160
$223K 0.15%
+8,210
161
$222K 0.15%
+1,914
162
$220K 0.15%
+5,868
163
$219K 0.15%
+5,927
164
$218K 0.15%
+3,429
165
$216K 0.15%
+9,820
166
$215K 0.15%
874
+27
167
$215K 0.15%
8,118
+303
168
$214K 0.15%
4,484
-1,016
169
$213K 0.15%
+4,725
170
$210K 0.14%
+798
171
$209K 0.14%
+2,355
172
$209K 0.14%
+4,215
173
$208K 0.14%
4,745
-519
174
$206K 0.14%
15,950
-1,231
175
$205K 0.14%
+988
5 6
7
8 9