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
$162M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$1.73M
3
+$1.59M
4
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$745K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$705K

Top Sells

1
+$2.17M
2
+$2.03M
3
+$1.29M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.13M
5
PGX icon
Invesco Preferred ETF
PGX
+$626K

Sector Composition

1 Technology 7.9%
2 Financials 5.73%
3 Industrials 4.69%
4 Consumer Staples 2.49%
5 Energy 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$227K 0.14%
2,655
-442
177
$224K 0.14%
4,124
-10
178
$224K 0.14%
1,112
179
$223K 0.14%
1,596
+17
180
$223K 0.14%
7,217
+1,054
181
$222K 0.14%
+7,126
182
$222K 0.14%
392
+3
183
$221K 0.14%
+2,105
184
$218K 0.13%
+3,684
185
$215K 0.13%
+1,873
186
$211K 0.13%
3,765
+114
187
$211K 0.13%
1,263
+103
188
$210K 0.13%
+4,395
189
$210K 0.13%
+861
190
$209K 0.13%
+1,145
191
$209K 0.13%
13,948
-41,781
192
$208K 0.13%
+5,770
193
$207K 0.13%
+3,244
194
$206K 0.13%
838
+5
195
$206K 0.13%
+3,531
196
$203K 0.12%
+3,054
197
$203K 0.12%
11,721
+105
198
$203K 0.12%
+1,344
199
$203K 0.12%
7,400
+1,169
200
$201K 0.12%
+7,488
5 6 7
8
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