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
$226M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.61M
3
+$1.8M
4
RDFI icon
Rareview Dynamic Fixed Income ETF
RDFI
+$1.03M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$572K

Top Sells

1
+$3.48M
2
+$2.52M
3
+$1.9M
4
HTAB icon
Hartford Schroders Tax-Aware Bond ETF
HTAB
+$1.38M
5
EFR
Eaton Vance Senior Floating-Rate Fund
EFR
+$1.1M

Sector Composition

1 Technology 7.26%
2 Industrials 6.07%
3 Financials 3.62%
4 Energy 3.03%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$218K 0.1%
1,657
+30
202
$216K 0.1%
+2,249
203
$213K 0.09%
+700
204
$212K 0.09%
+363
205
$210K 0.09%
8,970
-1,107
206
$210K 0.09%
+4,738
207
$209K 0.09%
+2,126
208
$208K 0.09%
+33,553
209
$208K 0.09%
+5,120
210
$206K 0.09%
+531
211
$205K 0.09%
21,394
+1,920
212
$203K 0.09%
3,964
-1,416
213
$201K 0.09%
+9,090
214
$198K 0.09%
10,408
-942
215
$184K 0.08%
19,820
-447
216
$176K 0.08%
22,336
+1,552
217
$123K 0.05%
+11,633
218
$116K 0.05%
11,520
219
$90.1K 0.04%
15,163
+2,549
220
$30.8K 0.01%
10,000
221
$14.5K 0.01%
11,003
-1,000
222
$5.27K ﹤0.01%
15,900
-50
223
– –
-802
224
– –
-8,871
225
– –
-812
6 7 8
9
10