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
$251M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.37M
3
+$1.14M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$842K
5
RDFI icon
Rareview Dynamic Fixed Income ETF
RDFI
+$697K

Top Sells

1
+$1.76M
2
+$1.3M
3
+$429K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$352K
5
GM icon
General Motors
GM
+$298K

Sector Composition

1 Technology 6.74%
2 Industrials 4.9%
3 Financials 4.39%
4 Energy 3.13%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$391K 0.16%
55,482
+4,875
152
$391K 0.16%
3,014
+193
153
$390K 0.16%
7,416
-101
154
$387K 0.15%
825
+4
155
$384K 0.15%
1,565
-168
156
$380K 0.15%
2,270
-94
157
$378K 0.15%
6,449
+736
158
$376K 0.15%
7,349
+285
159
$373K 0.15%
2,159
+112
160
$370K 0.15%
5,162
-34
161
$366K 0.15%
3,370
-7
162
$355K 0.14%
3,391
-45
163
$352K 0.14%
2,665
-222
164
$352K 0.14%
2,278
-576
165
$350K 0.14%
+7,062
166
$344K 0.14%
628
+4
167
$339K 0.14%
8,313
+342
168
$337K 0.13%
4,938
-1,087
169
$336K 0.13%
3,430
170
$335K 0.13%
2,180
+804
171
$332K 0.13%
6,390
-365
172
$330K 0.13%
6,937
+366
173
$328K 0.13%
2,472
+28
174
$327K 0.13%
3,641
+1,032
175
$322K 0.13%
52,590
+2,028
5 6
7
8 9