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
$146M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.19M
3
+$1.1M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$604K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$362K

Top Sells

1
+$615K
2
+$538K
3
+$469K
4
JPM icon
JPMorgan Chase
JPM
+$400K
5
DIS icon
Walt Disney
DIS
+$279K

Sector Composition

1 Industrials 5.43%
2 Technology 4.91%
3 Energy 4.05%
4 Financials 3.61%
5 Consumer Staples 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$203K 0.14%
+2,423
177
$203K 0.14%
+5,870
178
$201K 0.14%
+3,016
179
$200K 0.14%
+946
180
$175K 0.12%
15,017
+365
181
$173K 0.12%
+10,233
182
$158K 0.11%
24,572
+262
183
$144K 0.1%
10,215
-98
184
$142K 0.1%
22,866
-5
185
$135K 0.09%
29,213
+5,910
186
$130K 0.09%
11,520
187
$128K 0.09%
12,271
+378
188
$109K 0.07%
14,381
+2,690
189
$86.6K 0.06%
+18,382
190
$77.8K 0.05%
33,373
191
$77.2K 0.05%
16,828
+2,523
192
$72.9K 0.05%
12,290
-812
193
$65.2K 0.04%
115
-37
194
$38.7K 0.03%
12,089
-51
195
$25.1K 0.02%
650
-7
196
$22.8K 0.02%
60
-20
197
$9.62K 0.01%
10,350
198
$3.54K ﹤0.01%
16,050
-200
199
– –
-2,959
200
– –
-11,131
5 6 7
8
9