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
$128M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$980K
2
+$615K
3
+$343K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$294K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$271K

Top Sells

1
+$1.35M
2
+$1.23M
3
+$832K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$786K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$786K

Sector Composition

1 Technology 5.22%
2 Industrials 4.24%
3 Financials 3.91%
4 Energy 3.75%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.7M 9.9%
252,735
+5,366
2
$5.07M 3.96%
101,241
+5,865
3
$4.34M 3.39%
26,464
+126
4
$4.23M 3.31%
122,711
+3,710
5
$3.85M 3%
91,574
+3,979
6
$3.7M 2.89%
148,292
+2,348
7
$3.42M 2.67%
23,826
-167
8
$2.98M 2.33%
38,283
+1,436
9
$2.87M 2.24%
57,196
+3,698
10
$2.71M 2.12%
19,592
+187
11
$2.29M 1.79%
64,586
+3,674
12
$1.97M 1.54%
39,243
+956
13
$1.9M 1.48%
8,150
-150
14
$1.89M 1.48%
20,630
+454
15
$1.69M 1.32%
20,777
+76
16
$1.62M 1.26%
34,054
+1,386
17
$1.56M 1.22%
93,513
+10,901
18
$1.37M 1.07%
35,332
-631
19
$1.28M 1%
17,910
+979
20
$1.28M 1%
24,928
+19,139
21
$1.23M 0.96%
108,313
+15,538
22
$1.23M 0.96%
12,936
+189
23
$1.22M 0.95%
3
-1
24
$1.17M 0.91%
26,801
+523
25
$1.12M 0.88%
126,414
+18,662
1
2 3 4 5