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
$213M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1 +$2.27M
2 +$2.07M
3 +$1.52M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$820K
5
HON icon
Honeywell
HON
+$768K

Top Sells

1 +$746K
2 +$652K
3 +$502K
4
CSCO icon
Cisco
CSCO
+$483K
5
AMT icon
American Tower
AMT
+$320K

Sector Composition

1 Technology 6.61%
2 Industrials 6.61%
3 Financials 3.64%
4 Energy 3.18%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$9.77M 4.58%
26,658
+168
2
$8.71M 4.08%
119,049
-859
3
$7.88M 3.69%
128,063
-1,233
4
$6.52M 3.06%
130,159
-2,345
5
$6.05M 2.84%
119,968
-3,371
6
$4.5M 2.11%
10,685
+1,107
7
$4.46M 2.09%
40,521
-389
8
$4.38M 2.05%
75,326
+456
9
$4.36M 2.04%
27,639
+1,535
10
$4.22M 1.98%
72,865
-523
11
$3.92M 1.83%
154,892
+2,799
12
$3.54M 1.66%
20,664
-299
13
$3.35M 1.57%
65,603
+1,326
14
$3.34M 1.56%
81,936
+2,774
15
$2.85M 1.33%
30,167
+51
16
$2.71M 1.27%
47,518
+5,655
17
$2.57M 1.21%
5,354
+100
18
$2.27M 1.06%
+45,536
19
$2.26M 1.06%
41,916
-804
20
$2.2M 1.03%
12,212
+649
21
$2.11M 0.99%
25,817
+630
22
$2.11M 0.99%
17,417
+2,125
23
$2.07M 0.97%
+49,390
24
$2.05M 0.96%
4,617
-115
25
$2M 0.94%
87,850
+3,983