IWN
Independent Wealth Network Portfolio holdings
AUM
$275M
This Quarter Return
-11.42%
1 Year Return
+15.48%
3 Year Return
+51.37%
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(-12%)
Cap. Flow
+$1.18M
Cap. Flow
% of AUM
0.85%
Top 10 Holdings %
Top 10 Hldgs %
33.4%
Holding
218
New
17
Increased
74
Reduced
90
Closed
32
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$7.47M |
| 2 |
SPDR Gold Trust
GLD
|
$1.27M |
| 3 |
Amazon
AMZN
|
$649K |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$469K |
| 5 |
Vanguard Total Bond Market
BND
|
$351K |
Top Sells
Sector Composition
| 1 | Technology | 5.2% |
| 2 | Industrials | 4.44% |
| 3 | Financials | 4.18% |
| 4 | Energy | 3.4% |
| 5 | Consumer Staples | 3.12% |
