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
$311M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$930K
3
+$901K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$715K
5
PKG icon
Packaging Corp of America
PKG
+$643K

Top Sells

1
+$1.38M
2
+$567K
3
+$459K
4
IBB icon
iShares Biotechnology ETF
IBB
+$426K
5
KSS icon
Kohl's
KSS
+$416K

Sector Composition

1 Technology 8.09%
2 Industrials 5.54%
3 Financials 3.43%
4 Consumer Discretionary 2.83%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$405K 0.13%
3,408
+38
177
$403K 0.13%
3,342
-99
178
$399K 0.13%
29,917
-1,592
179
$398K 0.13%
8,600
+39
180
$396K 0.13%
7,423
+3
181
$381K 0.12%
10,381
-228
182
$379K 0.12%
4,087
+926
183
$375K 0.12%
7,498
+149
184
$374K 0.12%
520
-53
185
$373K 0.12%
1,326
+111
186
$369K 0.12%
2,158
+48
187
$367K 0.12%
5,574
+30
188
$367K 0.12%
481
-4
189
$365K 0.12%
59,132
+3,521
190
$362K 0.12%
6,685
+305
191
$359K 0.12%
51,909
-2,130
192
$356K 0.11%
2,137
-13
193
$348K 0.11%
760
-27
194
$342K 0.11%
5,716
-2,655
195
$328K 0.11%
10,580
+1,862
196
$326K 0.1%
2,438
-85
197
$321K 0.1%
3,819
-99
198
$320K 0.1%
6,827
+15
199
$320K 0.1%
3,004
+156
200
$319K 0.1%
3,352
+139
6 7
8
9 10