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
$153M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$5.31M
3
+$4.79M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$4.57M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$4.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.3%
2 Industrials 4.87%
3 Financials 3.78%
4 Communication Services 2.54%
5 Energy 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.93M 5.19%
+112,311
2
$5.31M 3.47%
+26,083
3
$4.79M 3.13%
+115,748
4
$4.57M 2.99%
+153,594
5
$4.3M 2.81%
+78,747
6
$3.68M 2.4%
+51,093
7
$3.58M 2.34%
+33,564
8
$3.07M 2%
+7,797
9
$2.85M 1.87%
+33,486
10
$2.78M 1.82%
+5,985
11
$2.72M 1.78%
+17,947
12
$2.65M 1.73%
+23,427
13
$2.4M 1.57%
+27,585
14
$2.17M 1.42%
+8,469
15
$2.06M 1.35%
+32,001
16
$2.06M 1.34%
+14,131
17
$2.03M 1.33%
+41,744
18
$1.98M 1.3%
+47,987
19
$1.84M 1.21%
+5,522
20
$1.68M 1.1%
+3,938
21
$1.68M 1.1%
+15,721
22
$1.6M 1.04%
+5,030
23
$1.54M 1.01%
+75,216
24
$1.49M 0.98%
+29,478
25
$1.44M 0.94%
+28,236
1
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