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
$226M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.61M
3
+$1.8M
4
RDFI icon
Rareview Dynamic Fixed Income ETF
RDFI
+$1.03M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$572K

Top Sells

1
+$3.48M
2
+$2.52M
3
+$1.9M
4
HTAB icon
Hartford Schroders Tax-Aware Bond ETF
HTAB
+$1.38M
5
EFR
Eaton Vance Senior Floating-Rate Fund
EFR
+$1.1M

Sector Composition

1 Technology 7.26%
2 Industrials 6.07%
3 Financials 3.62%
4 Energy 3.03%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$277K 0.12%
20,501
-5,206
177
$275K 0.12%
2,412
-95
178
$271K 0.12%
5,590
+73
179
$270K 0.12%
1,946
-119
180
$263K 0.12%
2,883
-37
181
$262K 0.12%
10,945
+432
182
$261K 0.12%
+10,588
183
$260K 0.12%
504
-8
184
$256K 0.11%
3,479
-165
185
$252K 0.11%
18,834
+451
186
$251K 0.11%
92,980
+12,526
187
$246K 0.11%
4,255
-60,205
188
$245K 0.11%
1,442
+106
189
$245K 0.11%
1,434
+30
190
$242K 0.11%
+1,093
191
$241K 0.11%
254
-5
192
$237K 0.1%
784
-32
193
$237K 0.1%
+1,731
194
$236K 0.1%
4,050
-255
195
$234K 0.1%
2,044
-20
196
$231K 0.1%
3,068
-501
197
$230K 0.1%
638
-6
198
$230K 0.1%
1,115
-5
199
$220K 0.1%
+797
200
$220K 0.1%
+1,070
6 7
8
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