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
$226M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.61M
3
+$1.8M
4
RDFI icon
Rareview Dynamic Fixed Income ETF
RDFI
+$1.03M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$572K

Top Sells

1
+$3.48M
2
+$2.52M
3
+$1.9M
4
HTAB icon
Hartford Schroders Tax-Aware Bond ETF
HTAB
+$1.38M
5
EFR
Eaton Vance Senior Floating-Rate Fund
EFR
+$1.1M

Sector Composition

1 Technology 7.26%
2 Industrials 6.07%
3 Financials 3.62%
4 Energy 3.03%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$349K 0.15%
1,653
+44
152
$346K 0.15%
7,222
-420
153
$344K 0.15%
7,549
-262
154
$338K 0.15%
810
155
$330K 0.15%
1,888
+103
156
$327K 0.14%
13,365
-271
157
$324K 0.14%
4,040
-569
158
$323K 0.14%
5,451
-5
159
$321K 0.14%
50,620
-1,074
160
$321K 0.14%
4,301
+314
161
$321K 0.14%
6,808
+105
162
$318K 0.14%
44,699
+518
163
$317K 0.14%
1,866
-155
164
$315K 0.14%
5,995
-1,731
165
$314K 0.14%
5,098
+141
166
$312K 0.14%
3,256
-40
167
$307K 0.14%
2,894
-640
168
$306K 0.14%
521
-129
169
$303K 0.13%
1,750
-15
170
$301K 0.13%
13,287
-1,227
171
$298K 0.13%
6,318
-427
172
$292K 0.13%
592
-53
173
$291K 0.13%
+410
174
$283K 0.13%
2,490
+86
175
$277K 0.12%
4,761
+515
5 6
7
8 9