IWN

Independent Wealth Network Portfolio holdings

AUM $337M
1-Year Est. Return 22.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$604K
3
+$595K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$569K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$558K

Top Sells

1
+$1.85M
2
+$1.33M
3
+$913K
4
FLRT icon
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
+$513K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$368K

Sector Composition

1 Technology 7.93%
2 Industrials 5.16%
3 Financials 3.9%
4 Consumer Discretionary 2.83%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$355K 0.13%
1,568
+90
177
$353K 0.13%
7,088
-26,829
178
$348K 0.13%
55,611
+3,021
179
$343K 0.12%
2,523
+51
180
$342K 0.12%
2,150
-30
181
$333K 0.12%
6,812
+422
182
$333K 0.12%
5,544
+1,693
183
$326K 0.12%
5,481
-332
184
$325K 0.12%
2,110
+90
185
$321K 0.12%
1,762
+79
186
$319K 0.12%
10,609
-462
187
$316K 0.11%
6,380
-381
188
$310K 0.11%
3,918
+277
189
$310K 0.11%
32,781
+1,111
190
$308K 0.11%
6,072
-2,654
191
$305K 0.11%
578
+29
192
$305K 0.11%
11,719
+206
193
$302K 0.11%
3,213
-39
194
$301K 0.11%
5,082
+759
195
$298K 0.11%
2,848
+464
196
$293K 0.11%
3,934
+94
197
$289K 0.11%
3,161
+27
198
$287K 0.1%
726
+15
199
$286K 0.1%
4,048
-1,114
200
$286K 0.1%
15,715
-401
6 7
8
9 10