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
$275M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$631K
3
+$616K
4
PCMM
BondBloxx Private Credit CLO ETF
PCMM
+$603K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$587K

Top Sells

1
+$1.85M
2
+$1.34M
3
+$916K
4
FLRT icon
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
+$520K
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
BITO icon
151
ProShares Bitcoin Strategy ETF
BITO
$2.49B
$442K 0.16%
20,534
+8,458
FTA icon
152
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.14B
$438K 0.16%
5,570
-36
RDVI icon
153
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.31B
$426K 0.16%
17,254
+340
IBB icon
154
iShares Biotechnology ETF
IBB
$6.17B
$426K 0.15%
3,363
-93
AIRR icon
155
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.47B
$422K 0.15%
5,178
+240
ARKK icon
156
ARK Innovation ETF
ARKK
$9B
$413K 0.15%
5,882
-1,055
ABBV icon
157
AbbVie
ABBV
$406B
$410K 0.15%
2,208
+105
RBLX icon
158
Roblox
RBLX
$92.1B
$409K 0.15%
3,885
+146
SPMD icon
159
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.3B
$406K 0.15%
7,468
+119
RDVY icon
160
First Trust Rising Dividend Achievers ETF
RDVY
$16.8B
$404K 0.15%
6,446
-3
DE icon
161
Deere & Co
DE
$124B
$400K 0.15%
787
-38
FDVV icon
162
Fidelity High Dividend ETF
FDVV
$6.92B
$396K 0.14%
7,612
+550
FTEC icon
163
Fidelity MSCI Information Technology Index ETF
FTEC
$16.3B
$394K 0.14%
1,999
+11
FSCO
164
FS Credit Opportunities Corp
FSCO
$1.27B
$392K 0.14%
54,039
-1,443
AMD icon
165
Advanced Micro Devices
AMD
$378B
$389K 0.14%
2,741
+313
NYF icon
166
iShares New York Muni Bond ETF
NYF
$943M
$387K 0.14%
7,420
+4
IVW icon
167
iShares S&P 500 Growth ETF
IVW
$65.8B
$379K 0.14%
3,441
+13
LLY icon
168
Eli Lilly
LLY
$720B
$378K 0.14%
485
-2
VDE icon
169
Vanguard Energy ETF
VDE
$7.04B
$375K 0.14%
3,146
+132
LQD icon
170
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.3B
$372K 0.14%
3,391
+21
VGT icon
171
Vanguard Information Technology ETF
VGT
$109B
$371K 0.14%
560
+57
MA icon
172
Mastercard
MA
$507B
$370K 0.13%
658
+30
IJR icon
173
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$368K 0.13%
3,370
-21
SPSM icon
174
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
$365K 0.13%
8,561
+248
VTEB icon
175
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$360K 0.13%
7,349
-747
5 6
7
8 9