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
$163M
AUM Growth
-$3.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$580K
3
+$563K
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$540K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$455K

Top Sells

1
+$3.21M
2
+$1.04M
3
+$945K
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$455K
5
NEE icon
NextEra Energy
NEE
+$345K

Sector Composition

1 Technology 5.84%
2 Industrials 5.32%
3 Energy 3.66%
4 Financials 3.31%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$221K 0.14%
19,277
+7,265
177
$220K 0.14%
1,278
-30
178
$219K 0.13%
1,386
-417
179
$218K 0.13%
828
+10
180
$216K 0.13%
23,488
+609
181
$215K 0.13%
6,441
182
$214K 0.13%
911
+56
183
$214K 0.13%
2,084
-100
184
$211K 0.13%
2,626
-152
185
$209K 0.13%
1,439
-927
186
$207K 0.13%
673
-10
187
$203K 0.12%
3,622
-45
188
$202K 0.12%
16,250
+185
189
$196K 0.12%
15,008
+3,861
190
$168K 0.1%
12,688
+43
191
$136K 0.08%
21,651
-286
192
$134K 0.08%
12,954
+54
193
$113K 0.07%
16,886
-1,585
194
$110K 0.07%
11,520
195
$101K 0.06%
12,652
-970
196
$42.7K 0.03%
33,373
197
$10.5K 0.01%
+10,900
198
$5.27K ﹤0.01%
589
-5
199
$5.22K ﹤0.01%
16,050
200
– –
-15,172
5 6 7
8
9