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
$190M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$753K
3
+$724K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$681K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$507K

Top Sells

1
+$455K
2
+$389K
3
+$320K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$315K
5
ROSC icon
Hartford Multifactor Small Cap ETF
ROSC
+$305K

Sector Composition

1 Technology 6.78%
2 Industrials 5.11%
3 Financials 3.56%
4 Energy 3.04%
5 Consumer Discretionary 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.83M 4.12%
26,490
+135
2
$7.8M 4.1%
119,908
+837
3
$7.23M 3.8%
129,296
+24,857
4
$6.2M 3.26%
123,339
-7,753
5
$6.18M 3.25%
132,504
+2,706
6
$4.16M 2.19%
40,910
+1,768
7
$4.04M 2.12%
20,963
+1,150
8
$4.03M 2.12%
73,388
+7,335
9
$3.9M 2.05%
152,093
-7,324
10
$3.89M 2.05%
26,104
+1,433
11
$3.89M 2.05%
74,870
+13,101
12
$3.6M 1.89%
9,578
+1,144
13
$3.38M 1.78%
64,277
-2,907
14
$3.1M 1.63%
79,162
+1,794
15
$2.52M 1.33%
30,116
+5,600
16
$2.32M 1.22%
42,720
+2,603
17
$2.29M 1.21%
5,254
+1,161
18
$2.17M 1.14%
41,863
-640
19
$2.07M 1.09%
25,187
+1,000
20
$1.94M 1.02%
4,732
+647
21
$1.88M 0.99%
3,947
+206
22
$1.87M 0.99%
31,387
+12,128
23
$1.83M 0.96%
83,867
+5,397
24
$1.78M 0.94%
105,688
+9,907
25
$1.76M 0.92%
11,563
+804
1
2 3 4 5