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
$246M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.65M
3
+$1.62M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.59M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.38M

Top Sells

1
+$2.61M
2
+$1.17M
3
+$674K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$540K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$496K

Sector Composition

1 Technology 7.91%
2 Industrials 5.01%
3 Financials 3.69%
4 Consumer Discretionary 3.08%
5 Energy 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$380K 0.15%
7,574
+42
152
$379K 0.15%
6,259
-938
153
$373K 0.15%
6,571
-769
154
$368K 0.15%
1,988
+100
155
$361K 0.15%
3,377
-55
156
$358K 0.15%
7,971
+422
157
$352K 0.14%
+13,517
158
$348K 0.14%
821
+11
159
$347K 0.14%
2,047
+34
160
$345K 0.14%
50,607
-13
161
$342K 0.14%
2,821
-137
162
$339K 0.14%
50,562
+5,863
163
$338K 0.14%
5,713
+262
164
$337K 0.14%
542
+21
165
$335K 0.14%
21,764
-572
166
$329K 0.13%
624
+32
167
$325K 0.13%
6,755
-53
168
$323K 0.13%
5,196
+117
169
$323K 0.13%
13,340
+2,752
170
$317K 0.13%
13,362
-3
171
$314K 0.13%
+7,594
172
$307K 0.12%
1,832
+82
173
$298K 0.12%
+5,598
174
$297K 0.12%
+11,770
175
$294K 0.12%
1,337
+244
5 6
7
8 9