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
$251M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.37M
3
+$1.14M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$842K
5
RDFI icon
Rareview Dynamic Fixed Income ETF
RDFI
+$697K

Top Sells

1
+$1.76M
2
+$1.3M
3
+$429K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$352K
5
GM icon
General Motors
GM
+$298K

Sector Composition

1 Technology 6.74%
2 Industrials 4.9%
3 Financials 4.39%
4 Energy 3.13%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$247K 0.1%
2,270
+18
202
$246K 0.1%
11,858
+1,214
203
$245K 0.1%
1,478
+417
204
$242K 0.1%
+6,474
205
$242K 0.1%
3,840
+133
206
$240K 0.1%
3,545
+44
207
$239K 0.1%
4,335
+215
208
$237K 0.09%
4,323
-229
209
$235K 0.09%
8,537
+92
210
$234K 0.09%
749
+13
211
$231K 0.09%
5,209
+62
212
$229K 0.09%
1,970
+2
213
$226K 0.09%
1,829
-108
214
$225K 0.09%
1,253
+27
215
$224K 0.09%
4,098
+107
216
$221K 0.09%
+12,076
217
$221K 0.09%
+913
218
$218K 0.09%
3,739
-778
219
$217K 0.09%
2,749
-18
220
$214K 0.09%
+9,437
221
$213K 0.09%
9,659
-749
222
$212K 0.08%
+2,915
223
$211K 0.08%
10,603
+155
224
$211K 0.08%
+1,028
225
$208K 0.08%
+3,851
7 8
9
10 11