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
$158M
AUM Growth
-$4.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.15M
3
+$1.61M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.52M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.5M

Top Sells

1
+$2.9M
2
+$1.94M
3
+$1.87M
4
BND icon
Vanguard Total Bond Market
BND
+$1.82M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.72M

Sector Composition

1 Technology 6.59%
2 Industrials 5.17%
3 Financials 4.89%
4 Energy 3.57%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7K ﹤0.01%
+1,000
202
– –
-4,971
203
– –
-1,297
204
– –
-3,265
205
– –
-3,765
206
– –
-861
207
– –
-6,114
208
– –
-7,488
209
– –
-21,784
210
– –
-5,770
211
– –
-1,596
212
– –
-3,244
213
– –
-1,145
214
– –
-10,898
215
– –
-2,118
216
– –
-1,263
217
– –
-4,400
218
– –
-4,032
219
– –
-901
220
– –
-12,102
221
– –
-1,081
222
– –
-1,344
223
– –
-1,873
224
– –
-2,258
225
– –
-16,036
6 7 8
9
10