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
$213M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$2.07M
3
+$1.52M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$820K
5
HON icon
Honeywell
HON
+$768K

Top Sells

1
+$746K
2
+$652K
3
+$502K
4
CSCO icon
Cisco
CSCO
+$483K
5
AMT icon
American Tower
AMT
+$320K

Sector Composition

1 Technology 6.61%
2 Industrials 6.61%
3 Financials 3.64%
4 Energy 3.18%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$281K 0.13%
1,805
-140
177
$280K 0.13%
3,315
+2
178
$266K 0.12%
1,626
+97
179
$264K 0.12%
2,322
-123
180
$255K 0.12%
3,520
+43
181
$253K 0.12%
3,609
-242
182
$249K 0.12%
+5,500
183
$248K 0.12%
1,413
+90
184
$247K 0.12%
+3,672
185
$245K 0.11%
19,138
-787
186
$242K 0.11%
2,892
-1,374
187
$241K 0.11%
2,026
-209
188
$238K 0.11%
1,404
-58
189
$225K 0.11%
832
-2
190
$224K 0.11%
9,118
-7,374
191
$224K 0.11%
626
-99
192
$223K 0.1%
2,118
-207
193
$222K 0.1%
2,193
-93
194
$221K 0.1%
+783
195
$221K 0.1%
2,612
-123
196
$215K 0.1%
+1,756
197
$213K 0.1%
+3,679
198
$213K 0.1%
4,060
-805
199
$211K 0.1%
750
-113
200
$210K 0.1%
494
-54
6 7
8
9 10