IWN

Independent Wealth Network Portfolio holdings

AUM $337M
1-Year Est. Return 22.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$604K
3
+$595K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$569K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$558K

Top Sells

1
+$1.85M
2
+$1.33M
3
+$913K
4
FLRT icon
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
+$513K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$368K

Sector Composition

1 Technology 7.93%
2 Industrials 5.16%
3 Financials 3.9%
4 Consumer Discretionary 2.83%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$442K 0.16%
20,534
+8,458
152
$438K 0.16%
5,570
-36
153
$426K 0.16%
17,254
+340
154
$426K 0.15%
3,363
-93
155
$422K 0.15%
5,178
+240
156
$413K 0.15%
5,882
-1,055
157
$410K 0.15%
2,208
+105
158
$409K 0.15%
3,885
+146
159
$406K 0.15%
7,468
+119
160
$404K 0.15%
6,446
-3
161
$400K 0.15%
787
-38
162
$396K 0.14%
7,612
+550
163
$394K 0.14%
1,999
+11
164
$392K 0.14%
54,039
-1,443
165
$389K 0.14%
2,741
+313
166
$387K 0.14%
7,420
+4
167
$379K 0.14%
3,441
+13
168
$378K 0.14%
485
-2
169
$375K 0.14%
3,146
+132
170
$372K 0.14%
3,391
+21
171
$371K 0.14%
4,480
+456
172
$370K 0.13%
658
+30
173
$368K 0.13%
3,370
-21
174
$365K 0.13%
8,561
+248
175
$360K 0.13%
7,349
-747
5 6
7
8 9