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
$246M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.65M
3
+$1.62M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.59M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.38M

Top Sells

1
+$2.61M
2
+$1.17M
3
+$674K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$540K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$496K

Sector Composition

1 Technology 7.91%
2 Industrials 5.01%
3 Financials 3.69%
4 Consumer Discretionary 3.08%
5 Energy 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$235K 0.1%
464
+101
202
$233K 0.09%
+4,760
203
$232K 0.09%
1,796
+65
204
$230K 0.09%
1,226
+111
205
$226K 0.09%
10,448
+40
206
$225K 0.09%
3,991
-264
207
$224K 0.09%
33,553
208
$221K 0.09%
1,937
+280
209
$221K 0.09%
+208
210
$220K 0.09%
+8,445
211
$219K 0.09%
4,120
+70
212
$218K 0.09%
5,147
+27
213
$218K 0.09%
+10,644
214
$218K 0.09%
2,767
-1,273
215
$215K 0.09%
1,968
-76
216
$213K 0.09%
736
+36
217
$212K 0.09%
2,252
+3
218
$211K 0.09%
1,376
-66
219
$211K 0.09%
+3,707
220
$211K 0.09%
+1,977
221
$210K 0.09%
+2,781
222
$210K 0.09%
+950
223
$210K 0.09%
+1,061
224
$209K 0.08%
3,501
+22
225
$208K 0.08%
+7,633
7 8
9
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