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
$158M
AUM Growth
-$4.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.13M
3
+$1.61M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.51M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.48M

Top Sells

1
+$2.9M
2
+$2.12M
3
+$1.84M
4
BND icon
Vanguard Total Bond Market
BND
+$1.77M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.72M

Sector Composition

1 Technology 6.59%
2 Industrials 5.17%
3 Financials 4.89%
4 Energy 3.57%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$223K 0.14%
888
+34
177
$223K 0.14%
2,319
-255
178
$222K 0.14%
1,991
+94
179
$221K 0.14%
+7,767
180
$216K 0.14%
4,625
+230
181
$212K 0.13%
930
-179
182
$212K 0.13%
22,935
+74
183
$211K 0.13%
+4,589
184
$211K 0.13%
1,747
-1,697
185
$205K 0.13%
449
+57
186
$200K 0.13%
4,364
+240
187
$200K 0.13%
+3,386
188
$193K 0.12%
14,707
-2,224
189
$189K 0.12%
12,113
+392
190
$179K 0.11%
11,671
-92
191
$174K 0.11%
10,201
-8,049
192
$163K 0.1%
+12,650
193
$136K 0.09%
11,520
194
$123K 0.08%
884
+269
195
$107K 0.07%
+11,280
196
$104K 0.07%
+12,000
197
$101K 0.06%
12,740
+151
198
$74K 0.05%
11,904
-207
199
$37K 0.02%
+10,350
200
$7K ﹤0.01%
16,250
6 7
8
9 10