IWN

Independent Wealth Network Portfolio holdings

AUM $327M
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.18M
3
+$1.1M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$604K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$358K

Top Sells

1
+$615K
2
+$538K
3
+$449K
4
JPM icon
JPMorgan Chase
JPM
+$378K
5
DIS icon
Walt Disney
DIS
+$279K

Sector Composition

1 Industrials 5.43%
2 Technology 4.91%
3 Energy 4.05%
4 Financials 3.61%
5 Consumer Staples 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-2,959
202
– –
-11,131
203
– –
-20,384
204
– –
-7,247
5 6 7 8
9