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
$213M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$2.07M
3
+$1.52M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$820K
5
HON icon
Honeywell
HON
+$768K

Top Sells

1
+$746K
2
+$652K
3
+$502K
4
CSCO icon
Cisco
CSCO
+$483K
5
AMT icon
American Tower
AMT
+$320K

Sector Composition

1 Technology 6.61%
2 Industrials 6.61%
3 Financials 3.64%
4 Energy 3.18%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$344K 0.16%
1,638
+462
152
$344K 0.16%
7,998
+492
153
$342K 0.16%
6,833
-674
154
$334K 0.16%
16,140
-8,697
155
$332K 0.16%
7,957
+1,538
156
$332K 0.16%
5,430
+1,772
157
$332K 0.16%
7,284
+276
158
$332K 0.16%
808
159
$328K 0.15%
1,872
-33
160
$324K 0.15%
5,751
+83
161
$322K 0.15%
2,443
-246
162
$321K 0.15%
13,848
+3,160
163
$317K 0.15%
6,682
-4
164
$316K 0.15%
657
-54
165
$314K 0.15%
42,910
+2,318
166
$309K 0.15%
1,545
+128
167
$299K 0.14%
5,045
+5
168
$297K 0.14%
5,294
+688
169
$293K 0.14%
2,551
+259
170
$293K 0.14%
+2,210
171
$290K 0.14%
48,973
+400
172
$289K 0.14%
10,350
+851
173
$288K 0.14%
3,743
+24
174
$286K 0.13%
+1,763
175
$283K 0.13%
13,894
-1,326
5 6
7
8 9