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
$163M
AUM Growth
-$3.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$580K
3
+$563K
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$540K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$455K

Top Sells

1
+$3.21M
2
+$1.04M
3
+$945K
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$455K
5
NEE icon
NextEra Energy
NEE
+$345K

Sector Composition

1 Technology 5.84%
2 Industrials 5.32%
3 Energy 3.66%
4 Financials 3.31%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$269K 0.17%
15,531
-1,986
152
$265K 0.16%
3,821
+80
153
$263K 0.16%
7,932
+69
154
$261K 0.16%
10,271
+1,868
155
$259K 0.16%
+8,526
156
$256K 0.16%
3,790
+69
157
$254K 0.16%
5,050
-64
158
$250K 0.15%
1,304
-273
159
$246K 0.15%
2,005
160
$244K 0.15%
6,113
161
$243K 0.15%
1,479
-28
162
$242K 0.15%
2,498
+18
163
$241K 0.15%
+4,346
164
$239K 0.15%
2,255
+29
165
$234K 0.14%
435
-14
166
$234K 0.14%
1,025
-2
167
$230K 0.14%
2,591
-446
168
$229K 0.14%
454
-6
169
$229K 0.14%
4,977
+98
170
$227K 0.14%
602
+14
171
$225K 0.14%
4,078
+45
172
$225K 0.14%
2,354
-52
173
$224K 0.14%
3,272
+35
174
$222K 0.14%
+8,204
175
$221K 0.14%
2,497
-87
5 6
7
8 9