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
$213M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$2.07M
3
+$1.52M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$820K
5
HON icon
Honeywell
HON
+$768K

Top Sells

1
+$746K
2
+$652K
3
+$502K
4
CSCO icon
Cisco
CSCO
+$483K
5
AMT icon
American Tower
AMT
+$320K

Sector Composition

1 Technology 6.61%
2 Industrials 6.61%
3 Financials 3.64%
4 Energy 3.18%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$209K 0.1%
+3,663
202
$206K 0.1%
+4,112
203
$206K 0.1%
+1,182
204
$204K 0.1%
3,510
-398
205
$204K 0.1%
+817
206
$204K 0.1%
2,480
-345
207
$202K 0.09%
+949
208
$202K 0.09%
408
-47
209
$200K 0.09%
240
-25
210
$182K 0.09%
+10,206
211
$175K 0.08%
10,174
-890
212
$169K 0.08%
18,651
+748
213
$150K 0.07%
12,793
+79
214
$149K 0.07%
20,426
+825
215
$141K 0.07%
17,816
216
$123K 0.06%
17,867
-123
217
$104K 0.05%
11,520
218
$79.3K 0.04%
12,195
-80
219
$62.7K 0.03%
33,373
220
$26.1K 0.01%
+10,000
221
$22K 0.01%
+12,003
222
$5.07K ﹤0.01%
15,950
223
– –
-15,086
224
– –
-22,675
225
– –
-488
6 7 8
9
10