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
$156M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$675K
3
+$550K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$470K
5
MCN
Madison Covered Call & Equity Strategy Fund
MCN
+$361K

Top Sells

1
+$1.2M
2
+$439K
3
+$417K
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$290K
5
NSC icon
Norfolk Southern
NSC
+$285K

Sector Composition

1 Technology 5.93%
2 Industrials 4.73%
3 Energy 3.57%
4 Financials 3.54%
5 Consumer Staples 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$246K 0.16%
2,694
152
$245K 0.16%
1,376
+26
153
$243K 0.16%
6,838
-120
154
$242K 0.15%
10,845
+612
155
$240K 0.15%
3,184
-461
156
$239K 0.15%
6,333
+406
157
$238K 0.15%
3,154
+3
158
$234K 0.15%
8,506
+296
159
$233K 0.15%
6,128
+260
160
$232K 0.15%
2,402
+25
161
$231K 0.15%
10,427
+607
162
$229K 0.15%
818
+20
163
$228K 0.15%
+2,005
164
$228K 0.15%
+7,526
165
$227K 0.15%
6,394
+524
166
$227K 0.15%
+2,109
167
$227K 0.15%
6,537
-198
168
$225K 0.14%
1,516
-23
169
$225K 0.14%
4,785
+60
170
$222K 0.14%
26,312
+1,740
171
$222K 0.14%
+2,263
172
$219K 0.14%
3,143
+127
173
$219K 0.14%
+1,128
174
$218K 0.14%
2,355
-371
175
$214K 0.14%
3,456
+27
5 6
7
8 9