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
$162M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$1.73M
3
+$1.59M
4
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$745K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$705K

Top Sells

1
+$2.17M
2
+$2.03M
3
+$1.29M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.13M
5
PGX icon
Invesco Preferred ETF
PGX
+$626K

Sector Composition

1 Technology 7.9%
2 Financials 5.73%
3 Industrials 4.69%
4 Consumer Staples 2.49%
5 Energy 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.85M 4.22%
94,540
-17,771
2
$5.42M 3.34%
26,213
+130
3
$4.94M 3.04%
117,547
+1,799
4
$4.71M 2.9%
158,847
+5,253
5
$4.51M 2.77%
80,721
+1,974
6
$3.82M 2.35%
52,920
+1,827
7
$3.63M 2.23%
34,321
+757
8
$3.6M 2.22%
+8
9
$3.59M 2.21%
10,667
+5,145
10
$3.57M 2.2%
20,096
+2,149
11
$2.93M 1.8%
34,519
+1,033
12
$2.9M 1.79%
6,114
+129
13
$2.87M 1.77%
55,360
+13,616
14
$2.77M 1.71%
23,611
+184
15
$2.39M 1.47%
37,652
+25,166
16
$2.22M 1.37%
25,543
-2,042
17
$2.21M 1.36%
32,692
+691
18
$2.21M 1.36%
52,445
+4,458
19
$2.14M 1.32%
14,445
+314
20
$1.82M 1.12%
4,160
+222
21
$1.72M 1.06%
16,036
+315
22
$1.6M 0.98%
4,981
-49
23
$1.52M 0.93%
74,778
-438
24
$1.52M 0.93%
29,336
+1,100
25
$1.45M 0.89%
13,682
+114
1
2 3 4 5