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
$162M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$1.73M
3
+$1.59M
4
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$745K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$705K

Top Sells

1
+$2.17M
2
+$2.03M
3
+$1.29M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.13M
5
PGX icon
Invesco Preferred ETF
PGX
+$626K

Sector Composition

1 Technology 7.9%
2 Financials 5.73%
3 Industrials 4.69%
4 Consumer Staples 2.49%
5 Energy 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$201K 0.12%
+2,118
202
$201K 0.12%
+4,032
203
$169K 0.1%
11,763
+627
204
$152K 0.09%
+12,102
205
$125K 0.08%
11,520
206
$115K 0.07%
12,589
-1,038
207
$81K 0.05%
615
+58
208
$79K 0.05%
12,111
+1,174
209
$5K ﹤0.01%
16,250
210
– –
-3,940
211
– –
-8,469
212
– –
-829
213
– –
-6,256
214
– –
-9,628
215
– –
-1,986
216
– –
-2,074
217
– –
-2,486
218
– –
-1,283
219
– –
-5,936
5 6 7 8
9