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
$311M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$930K
3
+$901K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$715K
5
PKG icon
Packaging Corp of America
PKG
+$643K

Top Sells

1
+$1.38M
2
+$567K
3
+$459K
4
IBB icon
iShares Biotechnology ETF
IBB
+$426K
5
KSS icon
Kohl's
KSS
+$416K

Sector Composition

1 Technology 8.09%
2 Industrials 5.54%
3 Financials 3.43%
4 Consumer Discretionary 2.83%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$490K 0.16%
8,524
+4,116
152
$482K 0.16%
3,833
+687
153
$482K 0.16%
9,344
-177
154
$480K 0.15%
3,831
-30
155
$474K 0.15%
6,933
-55
156
$468K 0.15%
5,618
+48
157
$459K 0.15%
4,920
+440
158
$459K 0.15%
10,910
-19
159
$458K 0.15%
18,781
+70
160
$455K 0.15%
5,409
-72
161
$452K 0.15%
11,514
-4,353
162
$452K 0.15%
8,930
-3,030
163
$450K 0.14%
5,209
-673
164
$445K 0.14%
+10,182
165
$444K 0.14%
1,999
166
$441K 0.14%
2,872
-45
167
$436K 0.14%
16,849
-405
168
$435K 0.14%
+21,461
169
$434K 0.14%
1,554
-14
170
$427K 0.14%
751
+93
171
$424K 0.14%
3,806
+415
172
$421K 0.14%
8,378
-1,723
173
$420K 0.13%
7,340
-128
174
$414K 0.13%
2,315
-105
175
$408K 0.13%
40,117
+7,336
5 6
7
8 9