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
$275M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$604K
3
+$595K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$569K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$558K

Top Sells

1
+$1.85M
2
+$1.33M
3
+$913K
4
FLRT icon
Pacer Aristotle Pacific Floating Rate High Income ETF
FLRT
+$513K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$368K

Sector Composition

1 Technology 7.93%
2 Industrials 5.16%
3 Financials 3.9%
4 Consumer Discretionary 2.83%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$285K 0.1%
6,441
+309
202
$283K 0.1%
1,187
+215
203
$281K 0.1%
3,516
+86
204
$280K 0.1%
13,332
+1,474
205
$276K 0.1%
5,270
+6
206
$276K 0.1%
2,954
+39
207
$274K 0.1%
2,420
-245
208
$266K 0.1%
+3,922
209
$266K 0.1%
+2,695
210
$266K 0.1%
+1,215
211
$263K 0.1%
5,316
+102
212
$263K 0.1%
+9,983
213
$260K 0.09%
1,965
+83
214
$257K 0.09%
8,718
+181
215
$257K 0.09%
2,464
+194
216
$256K 0.09%
12,470
-343
217
$252K 0.09%
3,732
+187
218
$251K 0.09%
19,434
-384
219
$249K 0.09%
1,197
-56
220
$245K 0.09%
10,021
+362
221
$245K 0.09%
7,693
+1,219
222
$240K 0.09%
4,556
+221
223
$240K 0.09%
1,077
+49
224
$240K 0.09%
+4,408
225
$238K 0.09%
5,247
+38
7 8
9
10 11