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
$158M
AUM Growth
-$4.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.13M
3
+$1.61M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.51M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.48M

Top Sells

1
+$2.9M
2
+$2.12M
3
+$1.84M
4
BND icon
Vanguard Total Bond Market
BND
+$1.77M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.72M

Sector Composition

1 Technology 6.59%
2 Industrials 5.17%
3 Financials 4.89%
4 Energy 3.57%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.09M 3.87%
92,007
-2,533
2
$5.87M 3.73%
26,334
+121
3
$5.07M 3.22%
121,373
+3,826
4
$4.94M 3.14%
98,266
+71,981
5
$4.51M 2.87%
162,471
+3,624
6
$4.45M 2.82%
83,674
+2,953
7
$3.91M 2.48%
24,036
+425
8
$3.6M 2.29%
56,294
+3,374
9
$3.58M 2.27%
35,900
+1,579
10
$3.47M 2.21%
19,898
-198
11
$2.84M 1.8%
22,774
+17,117
12
$2.7M 1.72%
8,765
-1,902
13
$2.65M 1.68%
54,847
-513
14
$2.35M 1.49%
53,561
+1,116
15
$2.12M 1.34%
4
-4
16
$2.11M 1.34%
32,623
-69
17
$2M 1.27%
4,823
+663
18
$1.97M 1.25%
38,952
+29,970
19
$1.7M 1.08%
20,419
+17,764
20
$1.64M 1.04%
33,524
+4,188
21
$1.61M 1.02%
+17,619
22
$1.58M 1%
68,873
+11,108
23
$1.48M 0.94%
77,579
+2,801
24
$1.45M 0.92%
+35,322
25
$1.44M 0.91%
13,759
+77
1
2 3 4 5