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
$146M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.19M
3
+$1.1M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$604K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$362K

Top Sells

1
+$615K
2
+$538K
3
+$469K
4
JPM icon
JPMorgan Chase
JPM
+$400K
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
– –
-2,532
202
– –
-998
203
– –
-20,384
204
– –
-7,247
5 6 7 8
9