IWN
Independent Wealth Network Portfolio holdings
AUM
$275M
This Quarter Return
-1.81%
1 Year Return
+15.48%
3 Year Return
+51.37%
5 Year Return
–
10 Year Return
–
AUM
$163M
AUM Growth
+$163M
(-2.3%)
Cap. Flow
-$359K
Cap. Flow
% of AUM
-0.22%
Top 10 Holdings %
Top 10 Hldgs %
30.76%
Holding
215
New
7
Increased
102
Reduced
82
Closed
13
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$913K |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$580K |
| 3 |
Kohl's
KSS
|
$563K |
| 4 |
Pacer Swan SOS Fund of Funds ETF
PSFF
|
$540K |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$455K |
Top Sells
Sector Composition
| 1 | Technology | 5.84% |
| 2 | Industrials | 5.32% |
| 3 | Energy | 3.66% |
| 4 | Financials | 3.31% |
| 5 | Consumer Discretionary | 2.53% |
