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
$190M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$753K
3
+$724K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$681K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$507K

Top Sells

1
+$455K
2
+$389K
3
+$320K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$315K
5
ROSC icon
Hartford Multifactor Small Cap ETF
ROSC
+$305K

Sector Composition

1 Technology 6.78%
2 Industrials 5.11%
3 Financials 3.56%
4 Energy 3.04%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$306K 0.16%
40,592
+1,061
152
$303K 0.16%
711
+4
153
$293K 0.15%
2,689
-23
154
$291K 0.15%
15,220
-311
155
$284K 0.15%
6,686
-384
156
$283K 0.15%
2,029
-33
157
$279K 0.15%
1,945
-60
158
$279K 0.15%
3,851
+30
159
$275K 0.14%
48,573
-7,204
160
$270K 0.14%
+9,439
161
$270K 0.14%
3,477
+169
162
$269K 0.14%
2,445
-53
163
$264K 0.14%
6,419
-830
164
$259K 0.14%
445
+10
165
$259K 0.14%
2,235
-20
166
$256K 0.13%
863
+35
167
$249K 0.13%
3,313
+41
168
$245K 0.13%
4,871
-179
169
$243K 0.13%
19,925
+648
170
$242K 0.13%
9,499
+1,295
171
$241K 0.13%
+548
172
$241K 0.13%
1,417
-22
173
$240K 0.13%
455
+1
174
$239K 0.13%
+1,622
175
$238K 0.13%
4,606
-371
5 6
7
8 9