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
$128M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$591K
3
+$357K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$330K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$302K

Top Sells

1
+$1.35M
2
+$1.28M
3
+$832K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$805K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$786K

Sector Composition

1 Technology 5.22%
2 Industrials 4.24%
3 Financials 3.91%
4 Energy 3.75%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4K ﹤0.01%
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