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
$166M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.11M
3
+$1.04M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$938K
5
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$789K

Top Sells

1
+$3.18M
2
+$1.51M
3
+$1.1M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$920K
5
AWF
AllianceBernstein Global High Income Fund
AWF
+$358K

Sector Composition

1 Technology 6.35%
2 Industrials 5.07%
3 Financials 3.91%
4 Energy 3.17%
5 Consumer Staples 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.78M 5.88%
195,109
-63,350
2
$6.67M 4.01%
109,289
+1,368
3
$6.51M 3.91%
26,452
+15
4
$5.48M 3.29%
105,074
+10,515
5
$5.26M 3.16%
121,854
-2,510
6
$3.86M 2.32%
152,342
-5,459
7
$3.86M 2.32%
24,555
+310
8
$3.81M 2.29%
19,635
-1,367
9
$3.45M 2.07%
35,944
-2,142
10
$3.35M 2.01%
60,509
+11,719
11
$3.18M 1.91%
60,406
-2,735
12
$2.9M 1.74%
8,507
+194
13
$2.83M 1.7%
76,197
+4,273
14
$2.52M 1.51%
52,625
+19,587
15
$2.02M 1.21%
41,916
+1,605
16
$1.96M 1.18%
38,200
+2,915
17
$1.74M 1.05%
21,476
-13,612
18
$1.73M 1.04%
21,284
+8,772
19
$1.63M 0.98%
78,098
+5,959
20
$1.6M 0.96%
15,084
+1,235
21
$1.49M 0.89%
93,239
-4,752
22
$1.49M 0.89%
19,786
+657
23
$1.48M 0.89%
3,995
+3,010
24
$1.43M 0.86%
10,968
+255
25
$1.43M 0.86%
8,009
+2,556
1
2 3 4 5