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
$311M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$930K
3
+$901K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$715K
5
PKG icon
Packaging Corp of America
PKG
+$643K

Top Sells

1
+$1.38M
2
+$567K
3
+$459K
4
IBB icon
iShares Biotechnology ETF
IBB
+$426K
5
KSS icon
Kohl's
KSS
+$416K

Sector Composition

1 Technology 8.09%
2 Industrials 5.54%
3 Financials 3.43%
4 Consumer Discretionary 2.83%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$318K 0.1%
6,301
-787
202
$316K 0.1%
5,106
+24
203
$314K 0.1%
+1,542
204
$307K 0.1%
8,768
+1,075
205
$304K 0.1%
2,456
-239
206
$301K 0.1%
+12,728
207
$299K 0.1%
5,426
+156
208
$296K 0.1%
2,139
-1,746
209
$296K 0.1%
11,128
-591
210
$294K 0.09%
2,567
+103
211
$291K 0.09%
3,508
-8
212
$291K 0.09%
1,216
+29
213
$286K 0.09%
21,158
+1,724
214
$285K 0.09%
1,758
-4
215
$282K 0.09%
580
+2
216
$280K 0.09%
757
+31
217
$279K 0.09%
1,987
+22
218
$278K 0.09%
2,841
-113
219
$277K 0.09%
8,268
-1,659
220
$277K 0.09%
13,028
-304
221
$276K 0.09%
18,519
-6,779
222
$274K 0.09%
+7,457
223
$274K 0.09%
5,530
+214
224
$269K 0.09%
3,308
+561
225
$265K 0.09%
3,925
-9
7 8
9
10 11