IWN
Independent Wealth Network Portfolio holdings
AUM $251M
AUM
$251M
AUM Growth
+$4.24M (+2%)
Cap. Flow
+$11.8M
Cap. Flow % of AUM
4.72%
Top 10 Holdings %Top 10 Hldgs %
27.26%
Holding
254
New
18
Increased
132
Reduced
89
Closed
9
Top Buys
| 1 | $1.6M | |
| 2 | $1.37M | |
| 3 | $1.14M | |
| 4 | $842K | |
| 5 | $697K |
Top Sells
| 1 | $1.3M | |
| 2 | $429K | |
| 3 | $352K | |
| 4 | $186K | |
| 5 | $175K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $321K | 0.13% | 1,988 | – | – | |||
| $318K | 0.13% | 3,428 +1,033 | +43% | +$95.9K | |||
| $315K | 0.13% | 11,071 -2,291 | -17% | -$65.1K | |||
| $312K | 0.12% | 2,020 +43 | +2% | +$6.65K | |||
| $306K | 0.12% | 6,761 +245 | +4% | +$11.1K | |||
| $305K | 0.12% | 3,252 +161 | +5% | +$15.1K | |||
| $295K | 0.12% | 31,670 +1,460 | +5% | +$13.6K | |||
| $293K | 0.12% | 5,813 -446 | -7% | -$22.5K | |||
| $290K | 0.12% | 3,134 +146 | +5% | +$13.5K | |||
| $290K | 0.12% | 11,513 -257 | -2% | -$6.46K | |||
| $282K | 0.11% | 1,882 -17 | -0.9% | -$2.55K | |||
| $279K | 0.11% | 549 -5 | -0.9% | -$2.54K | |||
| $273K | 0.11% | 503 -39 | -7% | -$21.1K | |||
| $267K | 0.11% | 1,683 | New | +$267K | |||
| $265K | 0.11% | 711 +34 | +5% | +$12.7K | |||
| $264K | 0.11% | 1,796 | – | – | |||
| $263K | 0.1% | 503 +39 | +8% | +$20.4K | |||
| $259K | 0.1% | 3,633 +852 | +31% | +$60.9K | |||
| $259K | 0.1% | 972 +22 | +2% | +$5.87K | |||
| $259K | 0.1% | 19,818 +466 | +2% | +$6.1K | |||
| $257K | 0.1% | 5,264 -193 | -4% | -$9.42K | |||
| $256K | 0.1% | 12,813 -348 | -3% | -$6.95K | |||
| $255K | 0.1% | 5,214 +454 | +10% | +$22.2K | |||
| $251K | 0.1% | 2,384 +407 | +21% | +$42.9K | |||
| $249K | 0.1% | 2,428 +318 | +15% | +$32.7K |
