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
$163M
AUM Growth
-$3.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$580K
3
+$563K
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$540K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$455K

Top Sells

1
+$3.21M
2
+$1.04M
3
+$945K
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$455K
5
NEE icon
NextEra Energy
NEE
+$345K

Sector Composition

1 Technology 5.84%
2 Industrials 5.32%
3 Energy 3.66%
4 Financials 3.31%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.19M 4.42%
26,355
-97
2
$7.06M 4.34%
119,071
+9,782
3
$6.58M 4.04%
131,092
-64,017
4
$5.36M 3.29%
129,798
+7,944
5
$5.25M 3.23%
104,439
-635
6
$4.16M 2.56%
24,671
+116
7
$3.88M 2.39%
159,417
+7,075
8
$3.62M 2.22%
39,142
+3,198
9
$3.54M 2.18%
66,053
+5,544
10
$3.39M 2.09%
19,813
+178
11
$3.17M 1.95%
67,184
+6,778
12
$3.05M 1.88%
61,769
+9,144
13
$2.71M 1.67%
77,368
+1,171
14
$2.66M 1.64%
8,434
-73
15
$2.22M 1.36%
24,516
+3,232
16
$1.98M 1.22%
42,503
+587
17
$1.96M 1.2%
24,187
+2,711
18
$1.89M 1.16%
40,117
+1,917
19
$1.62M 0.99%
15,637
+553
20
$1.61M 0.99%
4,093
+2,326
21
$1.6M 0.98%
3,741
+724
22
$1.6M 0.98%
78,470
+372
23
$1.53M 0.94%
95,781
+2,542
24
$1.47M 0.91%
16,037
+4,941
25
$1.46M 0.9%
4,085
+90
1
2 3 4 5