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
$246M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.65M
3
+$1.62M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.59M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.38M

Top Sells

1
+$2.61M
2
+$1.17M
3
+$674K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$540K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$496K

Sector Composition

1 Technology 7.91%
2 Industrials 5.01%
3 Financials 3.69%
4 Consumer Discretionary 3.08%
5 Energy 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$289K 0.12%
1,899
+33
177
$287K 0.12%
6,516
-706
178
$283K 0.11%
13,161
+4,071
179
$276K 0.11%
2,444
+32
180
$276K 0.11%
554
+50
181
$275K 0.11%
1,977
+31
182
$274K 0.11%
3,091
+208
183
$272K 0.11%
5,457
-133
184
$270K 0.11%
2,988
+862
185
$269K 0.11%
4,552
-209
186
$268K 0.11%
+4,151
187
$266K 0.11%
1,460
+26
188
$261K 0.11%
4,517
-221
189
$260K 0.11%
2,609
+119
190
$258K 0.1%
30,210
+8,816
191
$255K 0.1%
2,110
-15
192
$254K 0.1%
+6,982
193
$250K 0.1%
244
-10
194
$248K 0.1%
19,352
+518
195
$245K 0.1%
2,887
-7
196
$244K 0.1%
677
+39
197
$243K 0.1%
+2,862
198
$243K 0.1%
2,395
-861
199
$241K 0.1%
10,408
-2,879
200
$238K 0.1%
815
+18
6 7
8
9 10