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
$156M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$675K
3
+$550K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$470K
5
MCN
Madison Covered Call & Equity Strategy Fund
MCN
+$361K

Top Sells

1
+$1.2M
2
+$439K
3
+$417K
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$290K
5
NSC icon
Norfolk Southern
NSC
+$285K

Sector Composition

1 Technology 5.93%
2 Industrials 4.73%
3 Energy 3.57%
4 Financials 3.54%
5 Consumer Staples 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$212K 0.14%
4,723
-22
177
$210K 0.13%
445
-10
178
$209K 0.13%
+1,007
179
$204K 0.13%
+3,195
180
$202K 0.13%
849
-179
181
$201K 0.13%
15,958
+941
182
$200K 0.13%
+2,212
183
$192K 0.12%
16,114
+164
184
$161K 0.1%
36,184
+17,802
185
$158K 0.1%
10,188
-27
186
$136K 0.09%
12,368
+97
187
$129K 0.08%
21,848
-1,018
188
$127K 0.08%
11,520
189
$126K 0.08%
+11,320
190
$118K 0.08%
15,767
+1,386
191
$110K 0.07%
18,197
-11,016
192
$78.8K 0.05%
17,102
+274
193
$72.1K 0.05%
33,373
194
$71.7K 0.05%
11,411
-879
195
$51.4K 0.03%
+143
196
$22.6K 0.01%
635
-15
197
$8.75K 0.01%
10,350
198
$3.83K ﹤0.01%
16,050
199
– –
-115
200
– –
-3,049
5 6 7
8
9