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
$215M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.44M
3
+$640K
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$538K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$490K

Top Sells

1
+$2.44M
2
+$2.27M
3
+$796K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$683K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$592K

Sector Composition

1 Technology 7.61%
2 Industrials 5.45%
3 Financials 3.48%
4 Energy 3.14%
5 Consumer Discretionary 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$280K 0.13%
10,513
+163
177
$272K 0.13%
3,987
+315
178
$266K 0.12%
1,336
-68
179
$261K 0.12%
2,507
+185
180
$259K 0.12%
3,569
-174
181
$258K 0.12%
5,517
+17
182
$254K 0.12%
3,534
+14
183
$252K 0.12%
5,380
-4,696
184
$245K 0.11%
2,920
+28
185
$243K 0.11%
+4,246
186
$241K 0.11%
2,065
+39
187
$238K 0.11%
3,644
+35
188
$238K 0.11%
+1,404
189
$237K 0.11%
816
+33
190
$235K 0.11%
18,383
-755
191
$232K 0.11%
4,305
+245
192
$230K 0.11%
1,627
+1
193
$228K 0.11%
512
+18
194
$219K 0.1%
644
+18
195
$218K 0.1%
1,120
-62
196
$216K 0.1%
2,064
-54
197
$216K 0.1%
+80,454
198
$213K 0.1%
802
-30
199
$212K 0.1%
+3,133
200
$212K 0.1%
+812
6 7
8
9 10