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
$153M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1 +$7.93M
2 +$5.31M
3 +$4.79M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$4.57M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$4.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.3%
2 Industrials 4.87%
3 Financials 3.78%
4 Communication Services 2.54%
5 Energy 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$226K 0.15%
+3,651
177
$226K 0.15%
+22,861
178
$223K 0.15%
+889
179
$216K 0.14%
+829
180
$215K 0.14%
+4,134
181
$213K 0.14%
+2,074
182
$213K 0.14%
+1,283
183
$210K 0.14%
+5,936
184
$209K 0.14%
+1,579
185
$205K 0.13%
+3,940
186
$201K 0.13%
+833
187
$200K 0.13%
+1,160
188
$190K 0.12%
+22,113
189
$156K 0.1%
+11,136
190
$124K 0.08%
+11,520
191
$122K 0.08%
+557
192
$117K 0.08%
+13,627
193
$72K 0.05%
+10,937
194
$7K ﹤0.01%
+16,250