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
$215M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.44M
3
+$600K
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$526K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$457K

Top Sells

1
+$2.43M
2
+$2.27M
3
+$880K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$683K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$603K

Sector Composition

1 Technology 7.61%
2 Industrials 5.45%
3 Financials 3.48%
4 Energy 3.14%
5 Consumer Discretionary 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$209K 0.1%
+377
202
$208K 0.1%
2,166
-27
203
$204K 0.09%
259
+19
204
$203K 0.09%
11,350
+1,144
205
$202K 0.09%
+372
206
$179K 0.08%
19,474
+823
207
$155K 0.07%
20,267
+2,451
208
$154K 0.07%
12,871
+78
209
$137K 0.06%
20,784
+358
210
$94.7K 0.04%
11,520
211
$79.8K 0.04%
12,614
+419
212
$27K 0.01%
10,000
213
$12.2K 0.01%
12,003
214
$4.95K ﹤0.01%
15,950
215
– –
-817
216
– –
-17,867
217
– –
-3,510
218
– –
-2,612
219
– –
-2,832
220
– –
-2,480
221
– –
-408
222
– –
-7,220
223
– –
-949
224
– –
-3,679
225
– –
-9,118
6 7 8
9
10