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
$190M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$753K
3
+$724K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$681K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$507K

Top Sells

1
+$455K
2
+$389K
3
+$320K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$315K
5
ROSC icon
Hartford Multifactor Small Cap ETF
ROSC
+$305K

Sector Composition

1 Technology 6.78%
2 Industrials 5.11%
3 Financials 3.56%
4 Energy 3.04%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$238K 0.13%
+2,825
177
$236K 0.12%
+1,176
178
$235K 0.12%
8,168
+236
179
$233K 0.12%
2,325
-29
180
$231K 0.12%
10,301
-1,819
181
$231K 0.12%
+387
182
$229K 0.12%
+3,719
183
$226K 0.12%
+4,944
184
$225K 0.12%
+10,552
185
$225K 0.12%
3,908
-170
186
$222K 0.12%
633
-40
187
$222K 0.12%
+10,688
188
$218K 0.11%
+832
189
$218K 0.11%
2,286
-211
190
$217K 0.11%
+725
191
$217K 0.11%
+347
192
$216K 0.11%
3,658
+36
193
$215K 0.11%
+265
194
$215K 0.11%
5,989
-452
195
$212K 0.11%
+2,735
196
$211K 0.11%
+1,462
197
$209K 0.11%
+4,865
198
$209K 0.11%
488
-114
199
$209K 0.11%
834
-77
200
$206K 0.11%
2,292
-334
5 6 7
8
9