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
$166M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.04M
3
+$1.01M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$909K
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$772K

Top Sells

1
+$3.18M
2
+$1.51M
3
+$1.11M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$915K
5
AWF
AllianceBernstein Global High Income Fund
AWF
+$350K

Sector Composition

1 Technology 6.35%
2 Industrials 5.07%
3 Financials 3.91%
4 Energy 3.17%
5 Consumer Staples 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$74K 0.04%
10,943
-468
202
$69.5K 0.04%
15,172
-1,930
203
$59.1K 0.04%
33,373
204
$16K 0.01%
594
-41
205
$3.85K ﹤0.01%
16,050
206
– –
-10,865
207
– –
-6,537
208
– –
-10,350
209
– –
-8,866
210
– –
-10,427
211
– –
-2,212
212
– –
-5,343
213
– –
-10,845
214
– –
-10,188
215
– –
-5,147
216
– –
-2,355
217
– –
-143
5 6 7 8
9