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
$166M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.11M
3
+$1.04M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$938K
5
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$789K

Top Sells

1
+$3.18M
2
+$1.51M
3
+$1.1M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$920K
5
AWF
AllianceBernstein Global High Income Fund
AWF
+$358K

Sector Composition

1 Technology 6.35%
2 Industrials 5.07%
3 Financials 3.91%
4 Energy 3.17%
5 Consumer Staples 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$293K 0.18%
7,466
-159
152
$292K 0.18%
1,507
+150
153
$289K 0.17%
3,424
+309
154
$288K 0.17%
7,863
+58
155
$277K 0.17%
1,057
+50
156
$273K 0.16%
3,741
+598
157
$273K 0.16%
3,270
+65
158
$270K 0.16%
2,480
-27
159
$263K 0.16%
55,466
+19,282
160
$262K 0.16%
2,005
161
$259K 0.16%
2,226
-16
162
$257K 0.15%
5,114
163
$253K 0.15%
2,116
-788
164
$252K 0.15%
6,113
-15
165
$244K 0.15%
818
166
$244K 0.15%
2,141
-122
167
$244K 0.15%
2,584
-110
168
$243K 0.15%
9,288
-486
169
$243K 0.15%
16,065
+107
170
$238K 0.14%
1,308
-68
171
$236K 0.14%
2,406
+4
172
$234K 0.14%
1,540
+24
173
$233K 0.14%
2,184
+75
174
$230K 0.14%
4,879
+156
175
$228K 0.14%
3,237
+42
5 6
7
8 9