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
$215M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.44M
3
+$640K
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$538K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$490K

Top Sells

1
+$2.44M
2
+$2.27M
3
+$796K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$683K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$592K

Sector Composition

1 Technology 7.61%
2 Industrials 5.45%
3 Financials 3.48%
4 Energy 3.14%
5 Consumer Discretionary 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$333K 0.16%
25,707
-864
152
$333K 0.16%
2,021
+149
153
$330K 0.15%
5,178
-252
154
$329K 0.15%
51,694
+2,721
155
$325K 0.15%
1,609
+64
156
$325K 0.15%
2,026
-137
157
$324K 0.15%
7,811
-187
158
$323K 0.15%
5,835
+84
159
$322K 0.15%
6,703
+21
160
$312K 0.15%
10,077
+493
161
$311K 0.14%
14,514
-1,626
162
$306K 0.14%
1,785
-20
163
$305K 0.14%
6,950
+117
164
$305K 0.14%
3,296
-19
165
$305K 0.14%
6,745
-539
166
$303K 0.14%
810
+2
167
$301K 0.14%
2,643
+92
168
$301K 0.14%
13,636
-258
169
$299K 0.14%
5,456
+162
170
$298K 0.14%
2,404
-39
171
$296K 0.14%
1,494
+81
172
$295K 0.14%
1,840
-370
173
$291K 0.14%
1,765
+2
174
$286K 0.13%
4,957
-88
175
$285K 0.13%
645
-12
5 6
7
8 9