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
$146M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.19M
3
+$1.1M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$604K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$362K

Top Sells

1
+$615K
2
+$538K
3
+$469K
4
JPM icon
JPMorgan Chase
JPM
+$400K
5
DIS icon
Walt Disney
DIS
+$279K

Sector Composition

1 Industrials 5.43%
2 Technology 4.91%
3 Energy 4.05%
4 Financials 3.61%
5 Consumer Staples 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.4M 8.49%
247,536
-5,199
2
$6.33M 4.33%
26,419
-45
3
$5.38M 3.68%
106,110
+4,869
4
$4.81M 3.29%
123,735
+1,024
5
$4.31M 2.95%
24,032
+206
6
$4.16M 2.84%
92,449
+875
7
$3.84M 2.63%
152,784
+4,492
8
$3.26M 2.23%
38,350
+67
9
$3.07M 2.1%
60,280
+3,084
10
$2.79M 1.91%
34,377
+13,600
11
$2.78M 1.9%
70,344
+5,758
12
$2.6M 1.78%
19,999
+407
13
$2.55M 1.74%
46,711
+21,783
14
$2.49M 1.7%
27,235
+6,605
15
$2M 1.37%
8,334
+184
16
$1.99M 1.36%
39,499
+256
17
$1.74M 1.19%
35,154
+1,100
18
$1.68M 1.15%
40,341
+5,009
19
$1.6M 1.1%
95,480
+1,967
20
$1.45M 0.99%
66,023
+2,858
21
$1.44M 0.99%
+31,193
22
$1.44M 0.98%
13,270
+334
23
$1.37M 0.94%
117,719
+9,406
24
$1.32M 0.9%
17,563
+1,222
25
$1.25M 0.85%
135,040
+8,626
1
2 3 4 5