IWN
Independent Wealth Network Portfolio holdings
AUM
$275M
This Quarter Return
+8.35%
1 Year Return
+15.48%
3 Year Return
+51.37%
5 Year Return
–
10 Year Return
–
AUM
$190M
AUM Growth
+$190M
(+17%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
8.13%
Top 10 Holdings %
Top 10 Hldgs %
29.07%
Holding
224
New
23
Increased
121
Reduced
69
Closed
6
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.39M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$753K |
| 3 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$724K |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
$681K |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$507K |
Top Sells
Sector Composition
| 1 | Technology | 6.78% |
| 2 | Industrials | 5.11% |
| 3 | Financials | 3.56% |
| 4 | Energy | 3.04% |
| 5 | Consumer Discretionary | 2.8% |
