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
$156M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$675K
3
+$550K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$470K
5
MCN
Madison Covered Call & Equity Strategy Fund
MCN
+$361K

Top Sells

1
+$1.2M
2
+$439K
3
+$417K
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$290K
5
NSC icon
Norfolk Southern
NSC
+$285K

Sector Composition

1 Technology 5.93%
2 Industrials 4.73%
3 Energy 3.57%
4 Financials 3.54%
5 Consumer Staples 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13M 8.32%
258,459
+10,923
2
$6.05M 3.87%
26,437
+18
3
$5.97M 3.82%
107,921
+1,811
4
$5.06M 3.24%
124,364
+629
5
$4.55M 2.91%
94,559
+2,110
6
$4.07M 2.6%
157,801
+5,017
7
$3.96M 2.53%
24,245
+213
8
$3.47M 2.22%
38,086
-264
9
$3.46M 2.22%
21,002
+1,003
10
$3.39M 2.17%
63,141
+2,861
11
$2.88M 1.84%
35,088
+711
12
$2.73M 1.75%
71,924
+1,580
13
$2.66M 1.7%
48,790
+2,079
14
$2.53M 1.62%
27,575
+340
15
$2.4M 1.53%
8,313
-21
16
$2.03M 1.3%
40,297
+798
17
$1.79M 1.15%
40,311
-30
18
$1.78M 1.14%
35,285
+131
19
$1.6M 1.02%
72,139
+6,116
20
$1.56M 1%
97,991
+2,511
21
$1.55M 0.99%
33,038
+1,845
22
$1.47M 0.94%
125,718
+7,999
23
$1.46M 0.93%
13,849
+579
24
$1.4M 0.89%
19,129
+1,566
25
$1.39M 0.89%
143,280
+8,240
1
2 3 4 5