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
$166M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.11M
3
+$1.04M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$938K
5
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$789K

Top Sells

1
+$3.18M
2
+$1.51M
3
+$1.1M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$920K
5
AWF
AllianceBernstein Global High Income Fund
AWF
+$358K

Sector Composition

1 Technology 6.35%
2 Industrials 5.07%
3 Financials 3.91%
4 Energy 3.17%
5 Consumer Staples 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$225K 0.14%
+1,027
177
$224K 0.13%
+588
178
$221K 0.13%
8,403
-103
179
$221K 0.13%
460
+15
180
$221K 0.13%
2,778
-406
181
$221K 0.13%
3,667
+211
182
$219K 0.13%
6,441
-397
183
$211K 0.13%
+1,378
184
$211K 0.13%
+683
185
$211K 0.13%
+449
186
$210K 0.13%
+525
187
$210K 0.13%
4,755
-30
188
$209K 0.13%
855
+6
189
$208K 0.12%
+681
190
$208K 0.12%
+22,879
191
$203K 0.12%
1,132
+4
192
$200K 0.12%
+4,033
193
$179K 0.11%
12,645
-3,469
194
$156K 0.09%
+11,147
195
$148K 0.09%
21,937
+89
196
$139K 0.08%
12,900
+532
197
$137K 0.08%
18,471
+2,704
198
$134K 0.08%
12,012
+692
199
$121K 0.07%
11,520
200
$114K 0.07%
13,622
-4,575
5 6 7
8
9