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
$251M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.37M
3
+$1.14M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$842K
5
RDFI icon
Rareview Dynamic Fixed Income ETF
RDFI
+$697K

Top Sells

1
+$1.76M
2
+$1.3M
3
+$429K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$352K
5
GM icon
General Motors
GM
+$298K

Sector Composition

1 Technology 6.74%
2 Industrials 4.9%
3 Financials 4.39%
4 Energy 3.13%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$321K 0.13%
1,988
177
$318K 0.13%
3,428
+1,033
178
$315K 0.13%
11,071
-2,291
179
$312K 0.12%
2,020
+43
180
$306K 0.12%
6,761
+245
181
$305K 0.12%
3,252
+161
182
$295K 0.12%
31,670
+1,460
183
$293K 0.12%
5,813
-446
184
$290K 0.12%
3,134
+146
185
$290K 0.12%
11,513
-257
186
$282K 0.11%
1,882
-17
187
$279K 0.11%
549
-5
188
$273K 0.11%
503
-39
189
$267K 0.11%
+1,683
190
$265K 0.11%
711
+34
191
$264K 0.11%
1,796
192
$263K 0.11%
503
+39
193
$259K 0.1%
3,633
+852
194
$259K 0.1%
972
+22
195
$259K 0.1%
19,818
+466
196
$257K 0.1%
5,264
-193
197
$256K 0.1%
12,813
-348
198
$255K 0.1%
5,214
+454
199
$251K 0.1%
2,384
+407
200
$249K 0.1%
2,428
+318
6 7
8
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