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
$190M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$753K
3
+$724K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$681K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$507K

Top Sells

1
+$455K
2
+$389K
3
+$320K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$315K
5
ROSC icon
Hartford Multifactor Small Cap ETF
ROSC
+$305K

Sector Composition

1 Technology 6.78%
2 Industrials 5.11%
3 Financials 3.56%
4 Energy 3.04%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$204K 0.11%
+1,529
202
$195K 0.1%
19,601
+6,949
203
$178K 0.09%
14,636
-1,614
204
$171K 0.09%
+11,064
205
$162K 0.09%
11,986
-702
206
$159K 0.08%
17,903
-5,585
207
$142K 0.07%
12,714
-240
208
$139K 0.07%
17,816
+930
209
$134K 0.07%
17,990
-3,661
210
$97.7K 0.05%
11,520
211
$73.9K 0.04%
+12,275
212
$49.1K 0.03%
33,373
213
$10.4K 0.01%
10,900
214
$9.46K 0.01%
+15,086
215
$5.16K ﹤0.01%
15,950
-100
216
$2.41K ﹤0.01%
588
-1
217
– –
-3,420
218
– –
-7,900
219
– –
-8,460
220
– –
-2,084
221
– –
-1,025
222
– –
-1,278
5 6 7 8
9